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Gold/Mining/Energy : Canadian REITS, Trusts & Dividend Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Cogito Ergo Sum who wrote (2122)	11/30/2001 8:51:12 AM
From: sportsman	Respond to of 11633

Kastel, When Enron files for bk protection, I believe there will be tremendous fallout throughout the energy sector. This could take weeks and months to play itself out. NG will be very volatile too. I have played the energy sector for several years but I will be on the sidelines until this is resolved. I will continue to hold only PWI and AVN. JMHO Sportsman

To: Cogito Ergo Sum who wrote (2122)	11/30/2001 7:07:06 PM
From: sportsman	Read Replies (1) \| Respond to of 11633

Kastel, I guess the answer we received yesterday from Prime West wasn't correct when compared with today's news release. Here is the answer I received yesterday: We do have two off-setting hedges with Enron, although the timing on each of them is different putting us at an exposure of $600,000 on the mark-to-market today. In light of our mark-to-market hedging program being $71.2M, the Enron exposure is minimal. Sincerely, Debbie Harrison The press release today states about $3.9 million exposure to Enron. I sure hope the exposure doesn't continue to climb several million each day. <g> Or, I hope they figure out the correct numbers pretty darn soon. Sportsman