Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: isopatch who wrote (9331)	3/12/2002 11:29:15 PM
From: nspolar	Read Replies (1) of 36161

iso, as you know I recently completed a long business trip. I was impressed by the numbers of people traveling. Not like the days during the latter part of the roaring 90's, but much better than I expected. Recent news here in AK is that tourism may not be a bust after all, but may approach last yrs levels (with some discounting going on). A month or two ago bookings were way down, but apparently they have recently put on a big push. Sounds and looks to me like the pumpster has succeeded, for the moment. He prints, the masses spend. It is going to make for an interesting year. Most of us here are long raw material type equities, which looks to be where the good action is at. Also looks to me like a fair probability of some real juicy shorts a coming up again. If raw material prices are increasing I doubt margins in many of the already bloated stocks will show the type of improvement needed to sustain current PE ratios. Probably nowhere near close. A temporary spate of inflation - bring it on. Make sense?

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