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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (34603)	10/27/1998 11:47:00 AM
From: Michael July	Read Replies (1) of 132070

First time poster on this thread but have lurked on and off since first of the year. MB....with the recent parabollic move in AMAT and NVLS are they worth buying puts on for a quick reversal....or is it better to wait till after the Xmas season? Also, do you still like KEA in the low 30's, even in this overvalued market? Your thoughts on oil service stocks after they have been marked down around 60%. I have been watching EWM since beginning of the year and share similar feelings as you on the outlook for SE Asia. My only problem is if there is a BK it will have a negative impact worldwide and all ships are sunk....even EWM and the gold shares. IMHO, cash would be king and even a small position in physical gold (for emergencies). Your thoughts. Thanks in advance.

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