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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (56204)4/15/1999 9:25:00 PM
From: valueminded  Read Replies (2) of 132070
 
Mike/Others:

This rally in the cyclicals has really got me puzzled. if they become the market leaders and go up a whole lot more, I may just have to put them. My reasoning is simple, unlike the internuts and techs, most people have real expectations from these companies, I mean they expect earnings. If we are late in the cycle, then those earning will not be forthcoming (at least at the levels expected) and therefore, they could be subject to a major price adjustment.

Additionally, since they are "traditionally not as volatile" I would expect the put prices to be more reasonable. What you think ?

thanks
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