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Strategies & Market Trends : Value Investing
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To: Wallace Rivers who wrote (16537)3/6/2003 7:08:33 AM
From: Demetre Deliyanakis   of 78802
 
Thanks for the ideas.

I agree that travel will pick up after the war is over. I am looking at Airlines such as Air Canada,Travel companies,

Walt Disney might be an option.I am sure that some people are afraid to go to theme parks with the threat of an attack in Florida or California.

I think Oil will probably go back to around $25-28 when the war is over.

You have to review whether or not the airline has hedged its jet fuel purchases.

I think retail sales will pick us as well, so I am looking at the apparel stocks.Less money spent on gasoline could lead to more spending on apparel.

Look for more spending on patriotic clothing when the war breaks out.

Gap, Limited etc...
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