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

To: Tomas who wrote (20068)	3/11/2003 2:07:42 PM
From: Nello Filippone	Respond to of 206152

Thomas, Thanks, I thought maybe I was exaggerating since I saw the interview early in the morning ... After hearing it again, I think I underestimated his conviction.

To: Tomas who wrote (20068)	3/11/2003 3:46:11 PM
From: Tommaso	Read Replies (1) \| Respond to of 206152

Here's another energy play that gets little or no attention here or elsewhere: Canadian Oil Sands Trust. Sometimes people claim that the deposits of oil sands in Canada have an energy equivalent eaqual to Saudi Arabia's oil fields. I don't know about that, but there seems to be a huge amount of hydrocarbon there, and improvements in engineering and expansion of scale make it inresingly profitable to refine. Because natural gas had been used to make the steam, and because NG prices have risen, there is some suspicion that they might be hurt [!] by rising energy prices. I see this as the perfect North American hedge against oil shortages, inflation, and disruption in other parts of the world. If this stupid bubble will ever work its way down to about 6000 on the Dow, I am going to be putting a lot more into COS.UN. Have a good hunk already. Look into it, do DD, analyze, and explain to me why I am wrong on this one--anyone.