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Pastimes : All Clowns Must Be Destroyed -- Ignore unavailable to you. Want to Upgrade?

To: double-plus-good who wrote (36453)	5/30/2000 11:25:00 AM
From: pater tenebrarum	Read Replies (1) \| Respond to of 42523

currently i own N, ACI (coal), MRO (for its excellent upstream assets...a takeover candidate imo), PCL (timber), TIE (titanium), USU (uranium),and IMC (food) as well as several silver and gold stocks. uranium, silver and nickel are in supply constraint situations, and titanium has recently seen a cyclical low. i used to own BS, but sold it slightly over 9 bucks - luckily. i think it's worth a look here though, for a possible bounce. BR has had quite a big rally...i wouldn't buy it here. we have this disconnect between commodity prices and the stock prices of producers in many areas...however, the market usually closes such gaps quickly, to wit the oil stocks, which sold off in the face of a big price spike in crude, but have since recovered almost all the lost ground with a vengeance. i expect the same to happen with N. in the case of USU and the silver stocks, once the market begins to recognize just how dire the physical supply situation really is, the prices of the underlying commodities are bound to rally big. in the silver market, the vast and constantly growing paper short position has artificially depressed the price in the face of a growing physical supply squeeze. this means that once the stock pile runs down to zero (it's almost there), the price will probably explode in a panicky short covering scramble...