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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Box-By-The-Riviera™ who wrote (82630)3/20/2001 8:12:27 AM
From: Earlie  Read Replies (2) of 436258
 
Joel:

I love the aerospace business, but it is as cyclical as any you will ever find, particularly the civil transport end of game, which is Boeing's bread and butter. Aircraft "in paint" on the tarmac as well as cratering airline "load factors" suggested to me that it was probably time to check out the puts. It worked out rather well. (g)

I will revisit those puts once the current rally runs its course.

Best, Earlie
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