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Strategies & Market Trends : Stock Attack II - A Complete Analysis
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To: Davy Crockett who wrote (7547)5/17/2001 10:33:34 AM
From: isopatch  Read Replies (2) of 52237
 
Thx svenlar. Appreciate your input.

Easy to get tripped up in a sector that I don't usually work in very often.

Not dismissing the significance or risk of a tarrif. But, isn't the tension over Canadian forest product prices a problem of long standing between the US and Canada that's received repeated publicity during at least the past 12 months?

You know when times get tough for an industry? That's when they call in the markers from their campaigne contribs to the politicians. lol The incredibly hi NG prices last winter really brought pressure for increasing duties and tarrifs to a high level.

Now with NG prices less that half of where they were in early Jan, I think it's more likely that there may be some cooling off of the tension. Either a settlement or a lower tarrif that most are anticipating.

Anyhew(g) That's how am playing it with a moderate pos in ABY.

JMVVHO of course.

Best regards,

Isopatch
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