Waiting for the big Kahuna Message Board

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Strategies & Market Trends : Waiting for the big Kahuna

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To: William H Huebl who wrote (48813)	10/12/2000 9:10:00 PM
From: Mark Adams	Read Replies (1) of 94695

Given the nature of the news, 370 down does seem on the slim side. I have no idea what to expect for tomorrow. If we get a rally, I take some profits. Mega Down, I have more capital to deploy. I did pick up some BAC (despite the warnings found on these threads re derrivitive exposure) to increase my exposure to the Financial sector, following an intial buy into FBF yesterday. These two were just to increase my risk exposure to that sector after dumping USB on their merger annoucement with FSR- I couldn't believe the value the market put on that stock. I wouldn't put my parents into these financials, if you know what I mean, but the big funds do like them. S&P has both rated 5 Star. WM is probably the better financial, IMO, very strong today. I also picked up a second third of BCC today- they report tomorrow. Lumber pricing sucks, but some of the better companies are more exposed to paper than lumber, which is still doing ok from what I've heard. WLL reported great numbers a couple of days back, IMO. With Oil back up to $35, my trucking companies are having trouble showing gains.

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