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

To: BigBull who wrote (4272)	9/17/2001 3:31:27 PM
From: Douglas V. Fant	Respond to of 206097

BigBull, Winners and losers. Well I think that we should hearken back to the 1941-42 markets for ideas. Defense is clearly a winner as are tech/software companies involved in security. Logistics companies will also eventually be winners when the smoke clears. Oil will probably be a loser and natural gas and renewable energy winners. Country-wise Russia will be a winner. Pakistan could either be a big winner or a big loser for a number of reasons. Mexico will be a big winner and perhaps India too. Finally the Palestinians may also be big winners eventually too. Those are my first thoughts....