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Strategies & Market Trends : Group Therapy -- Ignore unavailable to you. Want to Upgrade?

To: E. Graphs who wrote (3154)	2/22/2001 5:32:40 PM
From: Logain Ablar	Respond to of 4564

E: I don't like copper. Here is some general comments but I don't follow the metal's closly. Gold only due to the bearishness. There is a slowdown in manufacturing which should be impacting the demand side of the equation for copper. If we are in a recession or heading into one (by 3rd qtr since we may bounce in the 2nd qtr) the 3rd world producers will start pumping out supply but demand will stay week until the economy recovers. So in general I don't like copper or any of the metals except gold. Even the two p's are not on my list (too high priced). For a recession or good slowdown you have to figure who will grow earnings. Still like the natural gas and drillers (gas should pull back / base till april, early may @ latest till the fist warm spike on the west coast) with the potential e increases and low valuations (on forward p/e). Tim

To: E. Graphs who wrote (3154)	2/23/2001 9:31:26 AM
From: Logain Ablar	Read Replies (1) \| Respond to of 4564

E: I know you like it. I started acquiring some shares after you posted me a chart. I also like it when insiders are buying. Granted not a lot of shares but its better than if they were selling. biz.yahoo.com Yes also have a small position in gold. right now I'm 10% gold stocks, 20% gas, 70% tech. the gas is moving to cassh & gold and the tech is a day to day thing (it was 35% cash @ yesterdays open and could be there again this am due to stops). We are close to a bottom. Time & price wise but time can be a week and price can be 300 pts. I thought it was yesterday, today not so sure.