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Politics : High Tolerance Plasticity

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To: chowder who wrote (9325)	10/10/2001 9:44:14 PM
From: Second_Titan	Read Replies (1) of 23153

Dabum, if the war premium is helping the patch return to normal valuations so be it. But for instance NE's forward EPS has been hammered to ~$2.00 for 2002. Their historical average FEPS multiple is 22 with an SD of 10. So sooner or later it will spend roughly 68% of its time above or below ~$44 +/- $10. The service stocks have even more upside. I suspect we spend a few months between OSX 80-90, while the Winter drains the gas supply down. Anyone been following the Nuke plants stats? Lots of downtime over the last few weeks. Coal data is not available, but this is the normal time of year for maintenance before Winter peak loads. Ammonia plants are returning and RIG counts are dropping. A new cycle is around the corner.

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