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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (10434)	12/14/1999 11:42:00 AM
From: Justa Werkenstiff	Read Replies (4) \| Respond to of 15132

Justa's Juicy Bank Stocks Bank One (ONE) First Union (FTU) Washington Mutual (WM) Amsouth (ASO) Financial Sector (XLF) Buy the slowdown. The economy is going to slow. Either the Greenman makes the economy slow or it slows on its own accord. So interest should will decline at some point. Plus, there is a takeover catalyst at work with the passage of the Gramm-Leach-Biley bill. And if you want to use the pooling method to get it done it must be done by January 1, 2001. Moreover, these stocks are cheap and yield dividends ranging from 3.5% to 5%. The main risk is timing but there may be some earnings risk as well. But the timing is pretty good here because nobody wants these stocks and there is tax loss selling here that would make any bottom fisher grin with joy.

To: Justa Werkenstiff who wrote (10434)	12/14/1999 12:56:00 PM
From: Wally Mastroly	Read Replies (1) \| Respond to of 15132

Bonds & NAZ, including Internutz, as well as Philly Semiconductor Index(SOXX), pulling back: dailynews.yahoo.com - SOXX: "..The Philadelphia Stock Exchange semiconductor index (^SOXX - news) fell 5.05 percent. Analysts said semiconductor issues were hurt by Solectron Corp. (NYSE:SLR - news), a custom electronics maker, which reported first-quarter revenues that fell short of forecasts. Wall Street analysts said a shortage of components had hurt Solectron and was part of a broader problem for printed circuit board makers. Solectron was off 10 at 83-1/16. Fear about the shortage dragged down leading semiconductor makers. Among them, Intel Corp. (NasdaqNM:INTC - news), a Dow component, was off 13/16 at 73-5/16, and Texas Instruments Inc. (NYSE:TXN - news) slumped 6-3/16 to 99-3/4..." - 30-year bond yield back near 6.3%!!! quote.yahoo.com^TYX&d=1y