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

To: Knighty Tin who wrote (83600)	9/15/2000 11:15:47 AM
From: Mike M2	Read Replies (1) \| Respond to of 132070

To all, Message 14388614 an article in the Economist compares growth/ productivity rates of the US v. Europe. mike ho ho ho

To: Knighty Tin who wrote (83600)	9/15/2000 11:17:40 AM
From: Alias Shrugged	Read Replies (1) \| Respond to of 132070

Mike Thanks for your comments on the CC candidates (WY, GP, SFE, etc.). I am patiently waiting. Paper stocks sure are getting a swift kick. Is this energy related? Anticipating recession? What "canary in the coalmine" stocks do you use for anticipating recession? So, things have cooled down in Houston, only 90 degrees or so? -gg- It's in the 60s here in northeast Ohio. But I'll let you know when it goes sub-zero this winter so you can remind me why you still live in Texas. Or is it the Governer you have down there!

To: Knighty Tin who wrote (83600)	9/15/2000 12:13:33 PM
From: JHP	Read Replies (2) \| Respond to of 132070

Michael heard this mentioned on bubblevision this am:http://quote.yahoo.com/q?s=ksu&d=t..... any advice would be appreciated. regards john

To: Knighty Tin who wrote (83600)	9/16/2000 7:43:52 AM
From: valueminded	Read Replies (1) \| Respond to of 132070

Mike: At one time, you liked FMO, do you still like it, or did you punt it. It is now back down to 52 week low. Is it the heavy discount to book & decent cash flow that you like ? Also, doesnt the debt level seem high ? It would seem to me that GPC may be a better buy in this business ? Which is also at a 52 week, 5 year low as well. Boy when they hate these businesses, they really hate them. Do you view FAX as a decent hedge against the US dollar ? I have been trying to buy puts for the last week, but they seem to only trade at the ask. Are you seeing a similar experience ? Sorry for the lot of questions thanks