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Gold/Mining/Energy : Shale Natural Gas, Oil and NGLs and ESA -- Ignore unavailable to you. Want to Upgrade?

To: tracor who wrote (5736)	2/9/2012 10:08:19 AM
From: jrhana	Read Replies (1) \| Respond to of 6160

Yes good morning. I would first state that so much of portfolio is committed to ESA that I am really limited in how much I can put elsewhere. Limited in large part by my strong belief that ESA is heading much higher IT and LT and possibly even ST. I will someday have a much more diversified portfolio although it will remain dominated by NG and copper related stocks. In terms of NG related for now I have a smallish position in LNG a soon to be nearly exclusive NG exporter. As the country is swimming in NG and we are in a state of seemingly permanent glut, for now I would concentrate on infrastructure plays and exporters. I have established a small position in HEK thanks to Glenn Petersen Message 27910161 Musing about NG plays in general maybe (make that a huge maybe) a contrarian might be looking the next some months to years to take some LT positions For some more NG ideas, I would suggest a free EMail subscription to the Shale Blog which is loaded with information shaleblog.com As far as copper plays they are covering that over in the copper thread: Subject 19142

To: tracor who wrote (5736)	2/9/2012 10:15:38 AM
From: jrhana	Respond to of 6160

<Preferably juniors and or out of favor small caps.> At present I don't really specifically follow those type of plays (although maybe ESA would qualify there at least for now). But I would definitely be interested in anything anyone else could come up with. For possible future smallish positions Or is there a good NG related mutual fund out there??