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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: ild who wrote (19999)10/14/2004 8:02:21 PM
From: orkrious  Read Replies (1) | Respond to of 110194
 
Nice post on NG

damn, I got all excited. I thought there was going to be a bullish post on my fourth largest holding, novagold. instead I find something that just reinforces my doom and gloom view of the world. <g>



To: ild who wrote (19999)10/14/2004 9:52:05 PM
From: yard_man  Read Replies (1) | Respond to of 110194
 
and if the winter is normal -- or perish the thought, warmer than expected?? The reason he sees NG as undervalued is because he sees oil staying this high through the winter -- it won't. I think that fellow is likely to be disappointed -- we'll see what happens -- but I've bet a few dollars against him.



To: ild who wrote (19999)10/14/2004 10:56:33 PM
From: stevenallen  Respond to of 110194
 
re NG: I like the Canadian NG trusts alot - just yesterday I rebought PTF on the dip down @ 12.41 - The fact that it pays over 12% dividend doesn't hurt. PWI is another one that I've had good luck with - I believe it was Steefan that first pointed that one out.