Comments on Fund My Mutual Fund: Bookkeeping: Slowly Back to Natural Gas - XTO Ener...

Isn't it a scary thought for energy pricing? We ha...

2008-05-28T12:57:00.000-04:00

Isn't it a scary thought for energy pricing? We have had 2 extremely benign hurricane seasons back to back.

Tornado season this year is a beast, terrible stuff happening. I hope it does not have any correlation to hurricane season. We are unfortunately very overdue this year.

XEC... their assets are in the Gulf of Mexico righ...

2008-05-28T12:38:00.000-04:00

XEC... their assets are in the Gulf of Mexico right? Hope its not "windy" this year...

thanks for posting XEC hadn't seen it before, will...

2008-05-28T12:19:00.000-04:00

thanks for posting XEC hadn't seen it before, will have to go check it out some more. can't argue with that chart at all, every pullback to the 20 has been bought.

personally i've got UNG in my natgas basket as well just because I feel there are discrepancies between oil and natgas that the market isn't pricing in and it should benefit natgas in the longer term. take a look at oldschool CHK too if you're looking for other options.

sliman,I wish you had told me that 3 months ago ;)...

2008-05-28T11:42:00.000-04:00

sliman,

I wish you had told me that 3 months ago ;) its easy to say that in retrospect

I buy a basket because you just never know which one is going to outperform - you could throw UNG into the basket.

Here are 3 month

http://tinyurl.com/3osut6

and 6 month charts comparing a group

http://tinyurl.com/4ktbcc

UNG does not always outperform and in the longer time frame has been underperforming many. I am not judging things on the 5 day or 1 month performance - I think MANY natural gas and in fact oil stocks are still priced at $8 nat gas and $80 oil. So you have upside from that

Why not buy the natural gas ETF (UNG)? It is actin...

2008-05-28T11:35:00.000-04:00

Why not buy the natural gas ETF (UNG)? It is acting better than the stocks.

The Coal names are definately the generals of the ...

2008-05-28T11:28:00.000-04:00

The Coal names are definately the generals of the market. The comparison to fertilizers is exactly what I was thinking too. They made a stellar run up, as the market started its crash, and we heard "xyz as the place to hide". Weak hands running up a hyped sector is a recipe for disaster. But so far, that doesnt seem like the case... not yet, at least.