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Strategies & Market Trends : The New Economy and its Winners

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To: Libbyt who wrote (6036)4/3/2001 5:24:40 PM
From: Bill Harmond  Read Replies (1) of 57684
 
I had lunch today with couple men who manage money for me (their selections are included in my profile as always).

I learned that Montana is the only state in the Union whose electricity generation has kept pace with demand. Their favorite pick is Calpine.

I personally suspect the generators are guilty of market manipulation, but for purposes here it's all about money-making.

As far a technology goes, no changes in positions were recommended. This is no market to sell into.
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