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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: whitepine who wrote (3274)	7/31/2001 12:47:37 PM
From: energyplay	Respond to of 206272

The NG companies have had their run up, and appear to be at a top. So much of the future is priced into the stocks now. If the stock prices drop in the next few months due to NG storage filling, then there will more interest in picking the stocks with the best long term future. RIght now, the NG E&Ps are driven by NG prices, which is driven by the weather. One or two are probalby as good as another - they behave as a group. I'm trying to give up betting on the weather... I like MND (Mitchel) for their growth potential BR wil likely get bought. OXY still appears undervalued APC is the insitutuioonal 'golden boy' with a higher multiple than the group. APA has oil, international interests, etc.