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

To: Wyätt Gwyön who wrote (60924)	3/1/2006 7:40:34 AM
From: Ed Ajootian	Read Replies (2) \| Respond to of 206326

Darffot, that was one helluva good post you just made there. I'm not a big oil sands fan but I share your overall attitudes and beliefs regarding energy investing. I wonder if one reason the oil sands stocks did so well in January is that the cost of one of their primary feedstocks, natgas, went down so dramatically, especially in comparison to the selling price of their product. The ratio of crude oil to natty is now approaching the recently unthinkable 10:1 ratio.

To: Wyätt Gwyön who wrote (60924)	3/1/2006 7:43:12 AM
From: quehubo	Respond to of 206326

Your point is understood oil sands and one time movements in equities is understood as well. But by being critical of those who follow weather and weather adjusted draws you fail to realize that I anticipated the moves and avoided 25%+ losses. Of course anyone can watch accuweather. But there is more than accuweather and even then one must know what to analyze and what to do with the analysis. If the weather adjusted draws were better I might have been willing to risk the results of bearish weather. Instead we end up with a Winter far warmer than anyone forecasted and an event that will weigh on energy markets in 2006 far more than Katrita. Oil sands stocks may never go down again to where they were in December. NG stocks are not oil sands stocks.