Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: Cogito Ergo Sum who wrote (30667)	4/3/2003 2:26:32 AM
From: energyplay	Read Replies (2) of 74559

Hi Kastel - I think RRI will act more like CNP...just keep edging up. It may pop in the next few days after the selling stops. Might also want to consider MIR , CPN (Calpine), WMB. Looks like most of this sector will be re-fied. Need to have diversity for the ones not through re-fi since somebody will take a bullet. I expect about a 20 BCF build in gas storage tommorow. If it knocks Royalty Trust down a bit, will add to my positions. With SARS out there I also want to look at end of the world moves, like Bear funds, bonds, and gold.\ Bought some puts on Alaska airlines today.

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