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Politics : High Tolerance Plasticity

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To: Warpfactor who wrote (1296)	3/9/2001 4:19:26 PM
From: Think4Yourself	Read Replies (1) of 23153

Mostly MSFT, but also picked up some ISSI and SSTI today. I trimmed a little CRK and CHK just before the close yesterday, but bought them back today after a nearly futile search for bargains in tech land. They are simply too cheap relative to the rest of the market. It is so amusing when I occasionally read posts and articles about how the NG story is over. The authors, some of them claiming to be industry experts, clearly have no clue what a PE ratio is. While it is true that a few companies are overpriced, the vast majority are great bargains, especially given the current NG storage and power situations. IMHO this weeks runup is just the beginning, as many of my holdings have forward PE's in the 4-7 range. Anyone want to bet against RD Shell sweetening their offer for Barrett? How about betting against blackouts in California this summer? Or that those new NG guzzling turbines won't be turned on this summer? Or that NG inventories won't be low going into next winter? Or that industrial demand won't come back online? Fundamental picture is overwhelmingly bullish even with a slowing economy. Now if 10% of the population suddenly decide to live in caves or die, THEN I will reconsider

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