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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: limtex who wrote (31842)	9/18/2000 7:26:32 PM
From: Rick	Respond to of 54805

CNN just highlighted a fund manager whose year-to-date return was in the double digits! (all of 11%). He likes EMC, Netapps, Juniper, Siebel, Brocade. He also owns Cisco, and a little Intel. He was from "Dreyus Premier Growth Fund" or possibly it was the SI G and K thread. (Nasdaq is down 8.4% YTD. GKI is +42.9%.) - Fred

To: limtex who wrote (31842)	9/18/2000 9:25:03 PM
From: Seeker of Truth	Respond to of 54805

Hydrogenation of coal to make gasoline is a technology which has been around and has been steadily improved since World War I. It is profitable when oil is around $35 a barrel. But aside from the Sasol plant in South Africa, I can't imagine anybody building another until they are certain that the $35 a barrel price will last. Doubtless the oil producers are aware of this.

To: limtex who wrote (31842)	9/18/2000 10:52:09 PM
From: willkm3	Read Replies (2) \| Respond to of 54805

35 years ago in 1965 gasoline was $0.26 per gallon. If we use the CPI avg. annual percent growth of 4.9% since 1965 and adjust our 1965 price per gallon we get $1.32 per gallon today. Here in the mid-south gasoline is about $1.60 per gallon. That puts it about 18.75% above the long term growth trend of inflation. 18 months ago at $0.85 per gallon, gasoline was 29% below the long term growth trend of inflation. The market goes up, the market goes down. Going from -29% to +18.75%, relative to the growth trend, makes the move seem worse that it really is. Hope this gives it perspective. willkm3@drilldrilldrill.com