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Pearl Exploration & Production [PXX] is the Z-man's favorite oil play and Paramount Energy Trust [PMT] is a natural gas play of his. No, I don't subscribe, but I have faithfully listened to his weekly radio show for the last year. He is a Peak Oil adherent (calls the govt's neglect of same "Pipe-Gate") and is a gadfly geologist who is not afraid to call a spade a spade.
