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

To: Roebear who wrote (18650)	9/11/2002 5:22:10 PM
From: Frank Pembleton	Respond to of 36161

Roe... good enuff... you gave us a little opportunity to see which direction your aiming that economic bazooka of yours. I'm seeing the same on the energy front - but short term only. I hear natural gas storage will be full by October 11, so I figure a month, maybe two down the road - we'll get that killer buying opp. BUT!!! I completely disagree with you on gold ... today’s market close only confirms what we already know - September is the worst month of the year for investors followed by October - I intend on maintaining exposure to the precious metals sector. Regards, Frank P.

To: Roebear who wrote (18650)	9/11/2002 5:39:05 PM
From: isopatch	Respond to of 36161

<this is just my opinion and I could be wrong> Yo, Dennis Miller! Why did they cancel your show? It was great! ================================================== Seriously, looks like you me and Paul are the Kash Karma Kids! 75, 90 and 100%. Whoa! Can hear the boiler room salesmen putting their spin posts together now. Wanna be on the PEEGO board? <ROFLMAO> Iso

To: Roebear who wrote (18650)	9/11/2002 9:34:30 PM
From: kingfisher	Read Replies (2) \| Respond to of 36161

Yes cash is cozy but look at the great opportunities in the Canadian market . Baytex energy growing production and trading at less than 2 X cash flow. Will flow $3.90 cash flow next year assuming oil averages $22 per barrel.You can pick it up for under $7 Canuck pesos. This stock has gotten over KYOTOAD! Same thing with Upton Resources. Sherritt into oil,gas,nickel,coal and trading at an annualized P.E. of less than 6 because of the Cuba discount. Fidel isnt going to live forever. There are also plenty of small cap special situation energy plays.Companies who will grow production even with oil at $20 a barrel. I am quite comfortable with 30% cash and 70 % into oil and gas exploration.