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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: jrhana who wrote (32963)	12/7/2008 12:25:44 PM
From: Spekulatius	1 Recommendation Read Replies (1) \| Respond to of 78652

re Natural Gas. I think that Natural Gas use for residential will increase over time but I do not expect a short term boost First of all, installation costs are not trivial so the current economic climate and second crude has become much cheaper too. A big part The way i see it, NG in NA is cyclical there are boom bust cycles with a frequency of about 3 years. The way I see it this frequency may result by the time it takes to get wells started, the infrastructure into place and the decline (for most wells the throughput declines by 50% during the 1st year of service). So if this is correct ( a big if in the current situation) then 2010 would be the time to invest. XEC with decent management and low debt is not a bad bet, IMO. Serial diluter like CHK may find themselves between a rock and hard place.