Mr. Pink's Picks: selected event-driven value investments Message Board

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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments

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To: Kevin Podsiadlik who wrote (17183)	10/11/2002 3:34:49 PM
From: ItsAllCyclical	Read Replies (1) of 18998

Again with emotion comparing EP to ENE and Worldcom. I've already discussed ENE. As far as Worldcom you're talking about the telecom business. Massive over-capacity. There is temporary over-capacity in the IPP side (power generation). There is very little/if any excess capacity when it comes to the pipeline side. The E&P (exploration and production) side speaks for itself. $30 oil and $4 natural gas. Nice margins. In many ways EP would benefit from a war with Iraq. Just a few things to consider if you insist on keeping your short position.

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