Ricard

Oil and Natural Gas: Ratio Explodes in 2009

Hmmm...another great article from Ms. Chu about what I'm sure is a popular deep value play.

I do have some questions. I'm looking at the APC charts and am comparing it to the Henry Hub. Seems there's no real correlation between the two...same for APA, BHI, KWK, etc...NG shows a slow, steady decline from July of last year onward, but not a single NG play displays the same pattern...except for UNG, which has its own issues.

Instead, what you see is exactly what you hear in the media - many people are loading on NG plays, even though NG itself is tanking.

Could NG really head lower, and could these speculators be taken for a ride? Is there anything out there that actually reflects spot prices to some degree?

Natural Gas ETF Suspends New Shares: Are There Alternatives?

Very interesting article and comment stream. I'm long term bullish on natural gas, but am not familiar (at all) with this sector. Seems this ETF is not the way to go. Anyone have a list of stocks to recommend for this play?

Thanks.

Too Soon to Re-enter Oil Stocks?

I remember not too long ago oil traded at $20 (right around 9/11). Now, people are saying $80 is cheap, because of demand from China, India, etc. People, those countries have been industrializing for the past 30 years. It's a classic case of short-sightedness to say that the recent 500% - 700% gain in oil is due to factors that have been around for much longer.