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Non-Tech : Invest / LTD

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To: Lucretius who wrote (1554)	8/5/1998 1:41:00 PM
From: Shelia Jones	Read Replies (1) of 14427

Luc, CBUK showed up on my scan last night. Do you have any thoughts on this one at this time? The trouble it seems with this scan is it finds them after some of the easy damage has been done - like it did with Thean's INHL the day before. Could have got a point already today if I hadn't delayed. Figured with all the apparel getting smacked and the golf club co.s complaining about the weather it may be a play. Doc, ICOS (and ZONA) seem to be holding up. I was hoping to reshort ICOS but it hasn't went up enough yet. gg The evil tower at 32 3/4. Ho-Hum. :-) Iv'e been looking at some recent high flyers that appear to be weakening. SPLS just did a secondary at 32 and now can't get above it. IF HDI raises above 38 or so I may short it. (A sacrilege in Milwaukee). It had a huge run from 25 in the winter to a top of 42 a couple of weeks ago based in part on the 95th anniversary celebration which took part here. Well, its over now and year 100 is a while away. Its P/E went from 20 to 30 something which is way out of wack to historic. Covered ANAD and FGCI this morning for a 20% and 10% respective return in 1 day. Got out of WWCA for a fraction.

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