DataViews

donquixote,

I agree with you on oil and gold. Natural gas is just beginning its run and has lots of upside left. Some gold mining stocks you might want to research are LMC, UXG, and NXG. They are smaller players with lower prices and could be takeover targets for larger companies needing to expand their reserves. Gold mining is highly profitable in this environment; it costs from 190 to 350 per oz to get it out of the ground (price varies by country and terrain). Now subtract the cost from the current price and you can easily see the upside potential in even the smallest of mining companies.

We have a long way to go to work through this dollar crisis. Along the way there may be two or more Fed rate cuts, which will only drive the price of gold higher.

donquixote response:

NXG and LMC would seem to have favorable forward P/E,
however I don't understand how UXG could be losing money at the current favorable gold pricing

the short term problem that I see with natural gas pricing
is that I believe that a lot of marketeers have quite short attention spans,
which might be of concern when the current cold weather eases;

my view of natural gas pricing is that it is largely effected
by scarcity in north-eastern U.S. during cold periods

I'm "betting" on LNG (Cheniere) being on the forefront of the eventual long term solution,
when public "not in my back yard" opposition to Liquified Natural Gas docking terminals dissipates