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

To: Ditchdigger who wrote (26938)11/7/2003 7:46:52 AM
From: GREENLAW4-7  Read Replies (1) | Respond to of 206085
 
Anyone else agree Fundamentals are not catching upto OSX current price?

I would love to hear an argument why this is a great time to buy OSX, even on the face of what I see as clear OVERVALUATION in the sector. Based on current earnings and outlook OSX should be at 60-70 area not 82-90 area.

I am still hoping to get a nice correction on these stocks so I can buy for the next leg up, but I think we are very overvalued currently.

Regarding land drillers, they may have had their best days behind them.

NG must break 4 to the downside before I get bullish agian on this sector. I also would like to see Crude in the 24-26 area.



To: Ditchdigger who wrote (26938)11/7/2003 6:17:35 PM
From: quehubo  Read Replies (1) | Respond to of 206085
 
It looks like from Robry's data the street is in for a surprise next TH. Based on 110 TDD we should be having an injection of 10-15 bcf. He is pointing to something less and the street is looking for 30-40 bcf.

My bet has been that the draws would be very similar to last year once we crossed well into 100 TDD's.

I added a little BJS today, I still have some cash but not much, 10%~.


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