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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: Davy Crockett who wrote (2355)	10/3/2001 10:33:57 AM
From: isopatch	Read Replies (1) \| Respond to of 36161

Hi Peter. No question Americans are wise to look northward to reduce the impact of "event risk". Although all western nations are targets of this fanatic but significant minority of Islam, the US is "ground zero". Therefore, Canadian investment ideas - even beyond the natural resource sectors - have taken on much greater importance to American investors. I'll try to post a few ideas I've been working on along those line when time allows. A major reason for my very sparse postings during biz hours in recent weeks is that I've been a DD "whirling dervish" since 9/11.<g> Good to see you back on SI. Iso

To: Davy Crockett who wrote (2355)	10/3/2001 7:38:55 PM
From: Roebear	Read Replies (1) \| Respond to of 36161

Welcome back Peter, Glad to see you back from the Gray Bar Hotel, ggg. NG prices the last few days were clearly bouncing off of support lines just under 2 bucks old contract/ just over two bucks new contract. Uncertain as to how well it will hold or for how long, playing st by ear and also looking for a reentry later in year while holding some core positions in case of 'events'. On the balance, been selling this rally, reducing positions in energy. Best, Roebear