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To: Think4Yourself who wrote (85678)	1/30/2001 1:49:16 PM
From: Second_Titan	Respond to of 95453

I am not so confident of a major price rise between now and June/July. I think there will be a point this Summer where the Winter supply/demand becomes more tangible. My holdings now are what I consider my core positions and leave me enough exposure for any surprises between now and the beginning of the build season. I tried to focus on underappreciated stocks with growth potential. EOG I only have a small call position for Feb. I am quite busy nowadays and cant afford to be trying to time the best in and out every day. If I was freer yesterday I probably would have risked some on FLC late yesterday but Oh well I could not get to a PC or phone by 4 p.m.