Leonard The Monkey

We have lots of gas - not so much oil - hence the decoupling of oil and gas price ratio's. It takes a lot of work to start substituting gas for oil but I fully believe that will happen in time.

Looking at the sell off in energy we are still at levels that more then support the bullish stories on many of these stocks. I'm not going to step in the way as they knife lower but I'll be there when they hit bottom and start the bounce up. Unlike the financials (whose bounce I was deep in the jungle at the time) many of these companies actually have outstanding fundamentals.

Stocks like VNR still are holding up well due to the strong hedges that they have. Oil and gas could go down another 50% and this company would still yield over 11% over the next 3 years. You think oil and gas will only go down over the next three years?

Now I did buy some CLNE today when it was down about 5% on the day. Nat. Gas going under 9 would be great news for this company but even more important is the Boone campaign about to take full force calling for nat gas to be the new transportation fuel for every government vehicle, police, fire, ect... If he can pull that off we'll be getting a huge payoff. Plus I just like listening to Boone - he's bad ass. I also think he wants to be the new energy secretary. God if that happens what do you think will happen to the wind and nat gas companies he owns? BOOOOOOOOOOOOMMMMMMMMMMMMMMMMMMMM!!!!!!!!!!!!!

Worth a gamble.