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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?

To: isopatch who wrote (2534)	10/27/2003 4:56:31 PM
From: Bert	Respond to of 108578

Iso, that's my take..$DXE looks OK to me...XLE not so hot, but not ugly. IVAN is being hyped by Calandra, but it is still a momo stock that get's action early IMO. IVAN will rock on. If it dips or retests, I'm there...if it take's out the recent high, I'm there, due to the fact it's still under the zero line, with much more to go. SATC good for a trade also. Of course, we shall see. Bert

To: isopatch who wrote (2534)	10/27/2003 5:01:38 PM
From: austrieconomist	Read Replies (2) \| Respond to of 108578

NG. Maybe you have seen and commented already on this report from an analyst named Driscoll from Lehman Brothers. oilviews.com Those wishing to view should click on the October 13 report. The analysis rang true to me. The thesis is that the bulls on NG have employed static analysis in assuming the same level of NG demand from last year's users whereas the high NG price the last 6-7 months has dampened demand appreciably. This from an analyst that had previously been bullish on the sector.