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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Terry Whitman who wrote (5559)	4/10/2001 9:56:30 PM
From: Lee Lichterman III	Respond to of 52237

>>I watch lumber and crude oil and metals for signs, and they all appear to be moving up. Whether that is good for stock markets or not is questionable- good for some stocks, and not so good for many others I suppose. << Everything is up or looking like it will be going up. The latest Natural gas report I saw stated we were 40% below last years record low numbers. ( of course I saw this right after I sold my NG stocks -g-) I saw on NBR tonight that leather prices are shooting up due to the mad cow stuff in Europe. They said that prices for raw leather were going up at least 10% and wouldn't top out until later this summer. I would imagine Lumbewr prices will be going up since they closed the logging roads ( Yeah!!!) which hurt many of the logging firms. Here in Idaho, Boise Cascade is shutting down some sites. Some of the towns will turn into ghost towns. ( personally I am all for it. I have had too many hounds get hurt hitting stumps, falling in holes etc that the loggers leave behind. They leave the areas a mess but that is another subject. I don't see gas prices easing either. API reports haven't shown any real promise and the refiners have been running full bore for a year now. Sooner or later they will have to shut down for maintenance. I read that we could get $3 gas this summer. The sheeple are still more worried about looking cool and outsizing the Jones next door so they are still buying up the gas hogging, polluting SUVs then moaning about the gas companies. Duh! Whoops wrote a rant and had to get back on track. Anyway, with the Aluminum manufacturers now being told to shut down lines, that won't help those prices. Stock wise I read they were making more money selling power from thier own generators anyway so it will help profits since they can lay off workers, sell power to Calif. and reap profits. Of course it will make things tough valuation according to FA wise down the road when they start doing their real job again. All in all, there isn't much that is going to be cheaper commodity wise this year. We are in a real drought here in the west. I have no idea where farmers will get water for the crops. We grow a lot of spuds of course but also peaches, apples, grapes etc. Wine will probably taste lousy this year if they try to cut down on watering. Of course if they tap the water table too hard, then that cuts down the future of the cities. Our reservoirs are seriously hurting though so there may be no choice. The only commodity I see that will be cheap and stay that way is DRAM. -ggg- Good Luck, Lee