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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (48556)2/24/1999 1:06:00 PM
From: Knighty Tin  Read Replies (5) of 132070
 
To All, He who shall bell the cat is buying puts today, and I will buy more if she who must be obeyed allows me to do so. <g> This is mostly filling up the second third after roll downs made it kinda light. Here is where I am doing my dirty work:

1. Compaq April 40s (CPQPH) are reninstated. This co. has huge problems and recently cut off sales to net dealers due to bitching and moaning from the channel. Unfortunately, they also have really creative accountants and touty mgt.

2. I am buying Dell April 75s. I never talk about Dell. <g>

3. Mexico Fund May 12 1/2s get a second jolt of tough love. Folks, there has to be a disaster south of the border before May expiration. It's in the rule book. <g>

4. IBM April 165s. A train wreck waiting for Casey Jones to get liquored up. I just handed ol' Case a flask of Wild Turkey. <g> Sadly, their accountants can whip Compaq's. I wonder when they will reach a negative tax rate?

5. I am looking at nearly everything else in the world.

MB
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