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 (48953)	10/19/2000 4:50:58 PM
From: Mark Adams	Read Replies (1) of 94695

Not sure. IP- International Paper in my world. I don't own due to recent merger with CHA. Market comments yesterday suggest the bounce was due to the capacity pullbacks announced by IP and other players in wood products segment. Sold LPX at a loss today- further reducing exposure to the sector- to free up the capital to rotate into one of the stronger players. May be a case of selling at the low, but the loss was minor, and I prefer to keep it that way.

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