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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (4750)	9/30/2001 3:42:35 PM
From: Lee Lichterman III	Respond to of 33421

I was doing capital appreciation the last couple years but with things so uncertain, I am parking them in safety for now. HCN, BPT, NAT, BKH, IDA etc. They move in and out as TA dictates but if I time one wrong, they don't move too fast so I have time to get out still and then time re-entries. I pulled them out of the electric utilities a while back but am eyeballing those again as well. I mainly stick with IDA and BKH because I know people that live in those areas so I can keep a pulse on how rates are going etc. I also had them in HGT, SJT last year but this year Natural Gas inventories are just running too high so I am sticking with oil trusts instead this year and loading up more on the utilities. My main concerns with NAT are it is a spin off of TK and the dividend is only guaranteed until 2004 when the BP lease ends. I am not sure what will happen then. They may drop the return substantially or do a stock swap as it gets absorbed into TK for all I know. FRO got my attention but it has no track record that can easily be scrubbed as it just went public and has only paid one dividend in a boom time. SJH has a high debt to equity ratio so I am not real pleased with it as a prospect. Any things that caught your attention? Good Luck, Lee