SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: energyplay who wrote (32620)4/29/2003 12:42:36 AM
From: TobagoJack  Read Replies (3) | Respond to of 74559
 
Hello energyplay, My natural caution toward surreal gas trust is the same as anyone's caution towards dividend-yielding China shares, as they seem to be a piece of cheese situated precariously on top of a spring-powered contraption that has been placed in my right-of-way, tempting, and yet, generating a feeling that something is amiss, not quite right, wrong, dangerous, or ought to be illegal.

Will gas price tank? Interest rate flip up? Reserves run out? Or what?

OTOH, the distributions have been good, even as the capital has increased. The whole universe of equity ought to be on such basis:0)

And so, I have been adding slowly, as slowly as I sometimes enter the ocean water when its temperature is at significant differential to the air temperature, at the moment when the water line come up to where one of my leg meets the other of my leg.

Your guidance has been helpful. Thank you.

Chugs, Jay



To: energyplay who wrote (32620)4/29/2003 1:33:26 AM
From: Raymond Duray  Respond to of 74559
 
Re: and the only way to get methane is to eat spicy food....


Hmmm, time to short Beano?



To: energyplay who wrote (32620)4/29/2003 6:52:56 PM
From: TobagoJack  Read Replies (3) | Respond to of 74559
 
Hello partner, Message 18895990

I am as wary as diver entering an underwater cave, hearing odd crunching and munching sounds originating from within.

The dividends on my existing holdings have been certainly real, welcomed, and yet, uneasy. There is a mispricing of a possibly under-appreciated asset class, or, there is a huge misunderstanding by Jay.

... and then, greed takes over ... if I were to liquidate my treasuries, I could ... ;0)

In any case, I will have to at least read through all the annual reports of the previous holdings just to be more than vaguely aware:0)

Chugs, Jay