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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: re3 who wrote (69200)10/17/1999 11:10:00 PM
From: umbro  Read Replies (1) | Respond to of 132070
 
a few defensive picks in case inflation came back ...

What about Mexican and Canadian companies? If oil costs stay high,
then NAFTA companies have an edge. A lot of Canadian companies are resource-related, which should increase in price, if everything else is inflating. And for Mexico and other countries paying back debt in US$, there debt just got cheaper. Might help the local economy? Also,
Mexico is an oil producer as well?

MXF could get another 20% to 40% cheper though before it is back to
significant lows. Still short MXF, Mike?



To: re3 who wrote (69200)10/18/1999 10:15:00 AM
From: pater tenebrarum  Read Replies (2) | Respond to of 132070
 
Ike, FWIW i started buying RTI last week...

regards,

hb



To: re3 who wrote (69200)10/18/1999 10:53:00 AM
From: Knighty Tin  Respond to of 132070
 
Ike, I've owned many of these names and still own some. But I wouldn't buy IKE with Abby Jo's money. <g>