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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (35423)6/26/2003 12:34:43 PM
From: energyplay  Read Replies (3) of 74559
 
Hi Jay - Not sure I'd count ports and airports in that profile, especially if there is any nearby competition.

Big NG build today - may provide some buying opportunities.

Picked up some more TMR and a little SCLN, even though I am over weight both.

Also got some BPT, an Alaskan trust - betting that oil prices don't come down.

On a personal annecdotal note, got a call from a headhunter today, the second call this month after months of silence. Tech economy could be turning postitive a bit.

Are you seeing more business post SARS ?

You know, if the world doesn't end , we will have to stop being beach bums and go back to work...;-)
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