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

To: Dennis Roth who wrote (25259)	8/25/2003 5:21:16 PM
From: Ed Ajootian	Read Replies (2) \| Respond to of 206087

Dennis, Regarding all your articles on liquified natural gas, do you have any companies in mind in which you are playing that from an investment perspective, and are you long or short? I have a pretty good-sized investment in Cheniere Energy (LNG), (off its max from some profit-taking), and also own small amounts of El Paso (EP), Sempra Energy (SRE), and Marathon Oil (MRO), all of whom have something going on the LNG front. I also own some Golar LNG (GLNG), which is in the LNG shipping business. Other than LNG (the company) and GLNG its difficult to find companies that are good investment plays in the LNG business. I know about CBI but passed on them for some reason, I believe valuation. I understand that British Petroleum (BP) is big into LNG but haven't bought them since its hard to imagine how much LNG could impact a company that has a market cap of $160B+!