sand and other energy-related

[grimaldi]

Hi Dan,
I have often wondered why you like HCLP and ignore EMES. I've held both in the past, (I confess to my shame, I sold HCLP after the Baker thing happened) and wonder if I ought to re-enter either now.

Speaking of which, did you read that very long post that Glen (GWP) put up on VF today on energy and other research?
I thought the part about the Jones Act tankers was interesting.
Joyce

[dan_s]

Joyce;

I've never looked at EMES. Just so much time in the day around here. HCLP hosted one of our luncheons in Houston a year ago and I was impressed by the management team, so I got into the details and liked what I saw.