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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Steeliejim who wrote (10520)	11/14/2001 1:22:00 PM
From: kodiak_bull	Respond to of 23153

November and December have been great months the past 3 years to buy OSX stocks pretty low and enjoy a rally. They have been, at the very least, very dicey months to be holding long positions into. I think with rig numbers and rates falling, the world economy in the tank, OPEC in disarray and the war premium evaporating, we have a classic selloff situation until the price of oil begins to affect everyone and everyone's point of view. The very best time to buy OSX stocks is when there is total agreement that the energy business is a shitty business from start to finish and only a fool would buy these stocks which always go down (see Dec. 1998-March 1999). We may not get an OSX of 45 this month, but I'm in the JimP camp that south is the way the wind is blowing. I didn't buy OSX at 58 for this reason, assuming that it would keep falling. I did trade some issues in October (long) and November (short). For the moment, no more cute stuff for me; I'd like to hunker down and catch some real bargains in the coming weeks. Kb

To: Steeliejim who wrote (10520)	11/14/2001 1:26:43 PM
From: chowder	Read Replies (1) \| Respond to of 23153

Jim, there you go again! >> By Diana's reasoning we should be targeting Saudi Arabia ..... << Stop putting words in people's mouths. As I mentioned before, I wasn't very excited about starting this campaign and I'm still not. I don't think we had a clearly defined enemy. We had a generally agreed upon bad guy. In my opinion, war should be the last resort, but if war is going to be declared, then wipe em out, rape and pillage, and to the victors go the spoils. (I better put a vbg in there in case you fellas think I'm serious about the rape and pillage stuff.) <vbg> Most of what Ed says makes sense and I don't take issue with it. I just happen to think that stuff should take place before war is declared. Nice idea about targeting Saudi Arabia! I didn't know you had it in you. I've often contemplated us taking the oilfields and say the heck with it. Of course we might hurt some feelings along the way. I have no opinion on the patch. I don't own any OSX stocks and I don't have any plans of owning any in the near future. Retailers, financials and consumer products have been my passion of late. I'm expecting the NASDAQ to pull back so I hope I can find an opportunity or two. If the NASDAQ doesn't pull back and breaks above its 150 day moving average, then I'll be focusing on semiconductors and technology. Is it nap time yet? dabum