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Politics : High Tolerance Plasticity

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To: DanWebzster who wrote (1462)3/12/2001 11:15:37 PM
From: excardog  Read Replies (1) of 23153
 
Dan

That's an interesting piece but I doubt Canadian producers would support any embargo. The money for their product is far too high to resist. IMO

Don't follow too many trusts but I do follow LRT and BPT. I like LRT but don't own it. Far too tame for this dog.

Bought some more PLLL today. I like the risk reward near term. Also stuck my toe in the water on ENE. I imagine I'll found out just how warm the water is tomorrow.

Feels to me a near term bottom is close to being in. I think short term at this point as longer term is very unclear. I am though holding PDC and PLLL longer term.

Forgot I also nibbled on ATPG today. The CEO looks like he's a heavy promoter. 4 or 5 strong buys on a new issue. I like the analyst coverage. EPL on the other hand was a Merril Lynch new issue last fall and they just left it laying there. Both are priced pretty cheap going forward but that doesn't mean they can't get cheaper.

Still 45% cash. I'll sleep okay tonight.

Best of luck.

Scott
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