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


To: Knighty Tin who wrote (76941)3/4/2000 11:33:00 AM
From: Leo Francis  Respond to of 132070
 
MB, actually the $10 purchase of Chrysler was AFTER they repaid the government (early). Lee was on Louis's show, and simply stated that they will be a "cash machine". He was believable, and I loaded up.-g-

FDX's Smith is also believable IMO. Load up.

What's amazing, is the puny market cap versus cash flow. FDX could be a takeover candidate, something I do not want to happen, as I don't want money left on the table.-g-

One of the funds I own, PBHGX, has nearly tripled since Sept.'99! Scary. I keep telling myself, multiply by .7, that's what its really worth.-g- I have been slowing moving money back into the large cap cyclicals, like CAG, PFE, TXT, KO.

I also like the cash position of BOCB.

Good Trading! LF