John Davidson Energy Quotations

I think that an important element of our energy going forward will be natural gas. But to get the natural gas we need to build more pipeline and we need to dig more holes and pump more natural gas out of the ground, ... As a result, we like natural gas. Key Energy will make the pipelines. It will repair the existing pipelines and keep them maintained. We think that is a good play in this area.

Energy's off a little bit today, but it doesn't mean that energy is going back down. We're starting into an earnings season and earnings will start to have an effect.

I've talked about Key Energy Group for a while, and Capstone is one of the companies that's building these micro turbines that I think actually just reported last week and had a more negative number than expected because they've ramped up some of their production, As a result, that hit their expense line, ... But I think that's a good idea going forward.

If you are looking for a sector that has good earnings, I think the energy sector is having increasing and improving earnings, as a result of the higher energy prices,

Literally, the only word that changed was the word 'earlier' before energy prices.

With Vice President Cheney saying we need 38,000 more miles, in addition to repairing existing ones, that Key Energy group is a key player there,