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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (16038)	6/27/1999 9:32:00 PM
From: Ken W	Read Replies (1) \| Respond to of 29382

Sergio, "not sure which sectors offer shorting opps" Any overbought cyclicals. The buzz for the last 2 months has been going from internet to cyclicals. Thus the opp. to short the internets and buy long the "tried and trues" They will be coming into overbought territory as the rotation begins to go back to internets and tech. I'm working on trucking co's now that are weak FA wise that have moved up on the "cyclical mania" as shorting opps. With the moves up of gas prices in the beginning of last Q and no real response in trucking stocks, when the real numbers come in as to costs vs same Q last year they will be ripe for a hit. Ken

To: Sergio H who wrote (16038)	6/27/1999 11:01:00 PM
From: j g cordes	Respond to of 29382

Oil is one of the keys to any inflation watching. The future development of the Caspian reserves is one unspoken reason behind our and Europe's taking such a solid stand on Serbia/Kosovo. Its also the reason Russia wants to continue to operate freely and with some show of force, however small, in the area. What I really want to do is build an airplane from scratch. The Voyager (I'd change the paint scheme) exp-aircraft.com is one possibility. With the proper hookup I could trade from the cockpit. <g>