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


To: russwinter who wrote (37134)12/5/2004 11:44:56 AM
From: quehubo  Read Replies (1) | Respond to of 206183
 
I dont think the oil side will be the weak link. I suspect this week the market will work to send OPEC a message before their meeting on 12/10. Either cut back production or prices go even lower.

My focus has been on the gas side, specifically the land drillers. So I am very focused on anything that could slow down earnings momentum at this critical point. Having a weather and price induced reduction in demand this Winter could slow down land drilling.

How much of this uncertainty is priced into these stocks now remains to be seen..

Weather...

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