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To: Joan Osland Graffius who wrote (74854)3/2/2001 7:20:58 PM
From: Mark Adams  Read Replies (1) | Respond to of 436258
 
Joan, re CAG- I've looked at it several times, but never bought. I have heard it mentioned a few times as a buy- but the price seemed rich to me. I've never dug deep enough to really understand the business though. ADM was interesting from an Ethanol perspective. Not sure CAG has an energy related hook, other than the negative one you mention. Appreciate the insight.

re TGG- you got a better entry than I <g>

Sold my initial 100 shares of N today for a decent return. Premiums on the calls just sucked. Never got a decent drop to pick up additional shares. This will be one I watch for re-entry, hopefully not at a higher price <g>



To: Joan Osland Graffius who wrote (74854)3/2/2001 7:59:40 PM
From: Ralph W.  Read Replies (1) | Respond to of 436258
 
Joan - If you like TGG, do you have a reason for passing on GIM? R


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