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

To: kodiak_bull who wrote (10619)	11/20/2001 12:13:32 PM
From: Second_Titan	Respond to of 23153

PDS from my observation seems to lag PTEN NBR. So I think it has some catching up to do. My focus is on NA NG plays with emphasis on land drillers and VTS. From my trips around I dont see the American consumer struggling very much. I dont know how long home builders can find a market though. 5% unemployment is nothing to get excited about and it is a lagging indicator. The war is the big variable factor, if consumers feel safe they will spend. Otherwise aother attack and they will be hunkering down. Picked up VTS WFT equity & PDS NE calls yesterday. Today added some NE & NBR MVK for a trade.