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Strategies & Market Trends : Three Amigos Stock Thread
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To: Cary C who wrote (2017)3/21/1998 12:46:00 PM
From: Sergio H  Read Replies (1) of 29382
 
Cary, check out Barron's "Up and Down Wall Street," Alan Abelson's
columm. I believe that the smart money is betting on oil prices firming up sometime this year. I'm betting on July and August temperatures to heat up the market. Good weather = more driving = more fuel consumption. The temporary lift to the oil market is the rumors of OPEC getting together to reduce production.

We need to set a time for our Amigo meeting tomorrow. I'm free all
day, so whatever time is good for you and Mike. I am interested in
your opinions on what's going on with DHI arbitrage. Also, when is DHI earnings due to be released? The backlog numbers previously reported indicate that the report is going to be a monster. Did you see the options activity on Thurs. and Fri.? Also trying to find what's moving RECY. Is it simply the steel stock rally and earnings anticipation? I like simple!!!! We need to look at ANTX report and discuss it. I think that ANTX is presenting a unique trading opportunity next week. APTX will be releasing the 10k next week and will probably get its NASDAQ listing the week after. Like I said, I like simple. Those are my portfolio topics. I am sure that you and Mike have some as well. Just say "when."

Sergio
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