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

To: Sharp_End_Of_Drill who wrote (17782)	2/3/2003 12:17:31 AM
From: energyplay	Read Replies (2) \| Respond to of 206097

Barron's this weekend has an article on NG in Commodities Corner. Sub Title is " Era of Cheap Natural Gas Prices is Over" Also in this issue is an article on why major integrated oil company stock prices aren't higher (except XOM) Looks like there is still fear in the market that a quick resolution of Iraq will lead to $20 oil and $3.00 gas. In Grant's Interest Rate Observer, there is an interview by Shad Rowe with T. Boone Pickens, who is still bullish on natural gas, but NOT on most E&P companies, except BR and DVN, who he sees as take over bait. His view on E&P is that most of them are depleting their assets, and not replacing their reserves at reasonable costs. Cant' post the Boone Pickens article, since it is heavily copyrighted and Grant's does not warn, they sue. I'm still bullish in NG, and NG E&P. My big concern now is the general malaise on the rest of the stock market may tend to slow the rise of my stocks, and limit the peak. Has any one seen much selling by insiders on the E&P side ?