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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: jim_p who wrote (3972)	9/5/2001 11:52:47 AM
From: Sweet Ol	Respond to of 206330

KWK is bouncing up. I suspect it is because anyone in this market with 32% improved earnings looks great on the surface. It will take a while before people notice that the Shareholder Equity is down and production costs are up. Add that to the declining NG prices and Jim's analysis sounds even better. If I had not already shorted it so much I would be inclined to go for some more on this bounce. Best to all, JRH

To: jim_p who wrote (3972)	9/5/2001 3:31:18 PM
From: excardog	Respond to of 206330

Jim one possible short is one I actually like a couple months ago. ATPG. When I first started following it maybe 6 months ago or so they had earnings estimates of over $3 per share for 2002. Those have been wheeled all the way down to 11 cents for 2002. That presents a pretty lofty PE at todays $9 and change share price. They announced a decent well yesterday and sold off but are spiking back up today. Scott