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Politics : High Tolerance Plasticity

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To: CpsOmis who wrote (12640)	2/24/2002 1:18:45 PM
From: jim_p	Read Replies (1) of 23153

Cps, Welcome back if only for a brief visit. I'm working towards a 50% tech and 50% energy portfolio that I will be able to hold, sleep at night and not trade. It still needs some fine tuning, but hope to be doing a lot less trading and getting back to buying oil and gas properties, building a new Harley for fun and training for next years marathon. This was the first year in six that I didn't run a marathon. There are a lot of oil and gas properties on the market that have not sold due to a large gap between the buyer and sellers. Many sellers like CPN and EP need to reduce debt and may get more reasonable on a selling price this spring. CPN will need to recognize a huge loss on their sale unless they can find a larger mullet out there. I'm hoping that gap closes in the next 2-3 months and we see a buyers market before prices start back up so I can add to my oil properties. CPS keep in touch and send a poem our way from time to time. If you have time, take a look at AMD. It's back in the 12's were we sold it awhile back. Selling at 18X next years EPS, no net debt, 81% of book and 20% of stock price is in cash. Also take a look at NITE. AMD and NITE are the best buys I see outside of energy right now. Jim

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