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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (66747)8/25/1999 7:53:00 AM
From: valueminded  Read Replies (1) of 132070
 
Mike:

After investigating DSI, (a while back) i have bought it and like it. You also recommended looking at AOF. It would seem in the case of AOF, it is losing NAV and stock price about proportionaly to its dividend payout. This does not seem to be a good deal. What am I missing ?

Any good income plays that you can tell us about which you have done recently ? I had considered LGND long, selling at the money calls but decided I would rather wait (on selling the calls that is)

In terms of puts, it would seem that this tech rally (exc internets) has a way to go - maybe another 10-20% so I am waiting to add puts until then. I have been considering some of the internet banks as possible put buys - would seem possible to get a double whammy..if the FEDS credit expansion dept slows, than banking loan growth slows and internet banks seem to have the most to lose. Any ideas here?

thanks
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