SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?


To: Think4Yourself who wrote (12173)2/1/2002 8:20:52 AM
From: Think4Yourself  Read Replies (1) | Respond to of 23153
 
Some info about oil supply and demand.

In case anyone cares, It has recently been discovered that Ford stockpiled huge amounts of Palladium last year when there were concerns about shortages. Palladium is a key export of Russia. There are concerns that Ford will be forced to start selling Palladium on the open market to raise cash, which will destabilize prices. If that happens Russia is likely to substantially hike oil exports, whether secretly or openly.

I mention this just in case anyone is betting on an oil embargo as a possible response from the arab world to the anti-terrorism campaign.



To: Think4Yourself who wrote (12173)2/1/2002 11:03:06 AM
From: yorrs  Respond to of 23153
 
Dear John Q,
Check out WIRE. This company is the low cost producer of copper wire in the industry. I was in it from IPO, bought more on weakness and sold out entirely in may of 1998. I started building a position again in august of 2000. My last purchases were in early 11/01. I am still a buyer on any weakness. The company has a nice balance sheet and is now positioned to grab and keep gaining market share. Higher copper prices also help earnings. If you are looking for a "buy and hold" company that is likely to benefit from the equipping of all the new houses,this stock may be for you. Take care.
P.S. Good luck to you Cosmo!



To: Think4Yourself who wrote (12173)2/1/2002 4:17:34 PM
From: Raymond Duray  Read Replies (1) | Respond to of 23153
 
On another note, anyone see any companies likely to benefit from all of the impending military spending?

Subject 51759

Re: Looking for longer term holds, stocks I can "ignore" for 2-3 years.

And, John, are you thinking about holds for LT capital losses or other? <g>

-Ray