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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (17466)	1/1/2002 5:38:30 PM
From: t2	Respond to of 99280

Mish, Are you looking at large cap oil/gas? Energy and oil/gas is not a bad idea given the events around the world. Calpine types may not be bad because 1. they are beaten up 2. defensive against world events like Afgan/Pakistan/Argentina. This is just one example; I would look to many others too. Maybe these can serve as a good hedge against long tech positions. However, on a weak open, I would think many techs will be bought up as there is a lot of skepticism about tech valuations. Even saw a Janus Fund 2 manager say that they are looking for better prices. JMHO.