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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: DetectiveT who wrote (37706)	12/2/2005 3:32:19 PM
From: TheSlowLane	Read Replies (3) \| Respond to of 313184

Terry, I think GBE.V is still off of most radar screens, but I am not worried about it, even though it is one of the few energy positions I am holding at a slight loss. Chartwise it was due for some consolidation so I think we just have to let time do its work there. I think PBG may continue to bounce around until we get into Q1 and closer to some initial results from Whitesands. Considering how hard Coxe continues to bang the table on the oil sands, we could see a rising tide lift the whole sector though. Had a chance to meet with him over lunch the other day and he indicated that he thinks that within a few months of the SEC ruling there will not be any pure oil sands plays that are publicly-traded (they will all be acquired). Also, in speaking to some other folks in the industry, they think the wait on the ruling will be worth it. They perceive the fact that the SEC is going beyond the initial brief and looking at CBM, etc. as a firm positive. I left the meeting feeling underexposed to oil sands stocks. Really should have some COS and or SU, at a minimum... Paul