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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 (29732)	3/31/2005 10:21:06 AM
From: Wyätt Gwyön	Respond to of 110194

it's kewl the way this stuff comes out the day after a huge volume reversal which uses the margin clerks to puke out the weak longs. what a coincidence. Goldman Sachs sez... Energy: Super spike period may be upon us - Sector a buy We believe oil markets may have entered the early stages of what we have referred to as a super spike perioda multi-year trading band of oil prices high enough to meaningfully reduce energy consumption and recreate a spare capacity cushion only after which will lower energy prices return. Resilient demand has caused us to revise up our super-spike range to $50-$105 per bbl up from $50-$80 per bbl previously. We see as much as 80% total return upside to super-spike-adjusted peak values and are comfortable recommending that investors add to positions in the sector at current prices, on a pull-back, or even after rallies. Top picks remain XOM, AHC, BBG, DVN, ECA MUR, NFX, PXD, PCO, STR, and SU (all OP/A). The key risk to our Attractive coverage view would be a sharp slowdown in economic growth in China and other emerging Asian economies.