YEEHAW CANDIDATES Message Board

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Strategies & Market Trends : YEEHAW CANDIDATES

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To: Sergio H who wrote (1927)	5/15/2003 1:13:32 PM
From: Crossy	Read Replies (1) of 23958

re: IPSU I would like to ask you to remove IPSU from the portfolio. I don't see it as a "stellar" portfolio candidate anymore, maybe a hold. The upcoming investor call could set the record straight on a couple of items. However their huge cash-flow variance and dependence on some critical input factors (nat gas prices, refining margins for sugar) make it a highly speculative play as of now. Since we are sitting on a nice profit here, I would suggest to realize this now, albeit the chart DOES show some kind of technical strength - even today.. rgrds CROSSY

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