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Strategies & Market Trends : AMIGOS INVITATIONAL YEEHAW PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (800)7/27/1999 5:20:00 AM
From: Ditchdigger  Respond to of 1316
 
<the move to the cyclicals is already history.> I would guess, much of the money which was in the cyclicals moved out to the techs on the recent run of the NAZ to 2800,,I'm looking for it to rotate back in..
As for steel,demand doesn't address the issue of tariffs and dumping,the US can not compete with cheaper produced overseas steel,regardless of demand unless some type of controls are put in place,IMO.It appears our government does not want to do this,shown by it's recent settlement actions with Brazil.DD



To: Sergio H who wrote (800)7/28/1999 10:53:00 PM
From: TripleWitching  Respond to of 1316
 
Edit



To: Sergio H who wrote (800)7/29/1999 10:38:00 AM
From: Ditchdigger  Respond to of 1316
 
<TRADE> Sold GLBL @ 11 1/8.Buy MEXP @ 2 29/32(as a gas play)...DD



To: Sergio H who wrote (800)7/29/1999 3:59:00 PM
From: Ditchdigger  Read Replies (1) | Respond to of 1316
 
Sergio,don't know if the rules allow me to sell MEXP or not(today,if so I'm out at 2 7/8)..If not, sell at the open and buy CHK(I bought at 3 15/16<g>)..tia,DD (gas will power the future,IMO)


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