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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: jim_p who wrote (6896)	2/22/2002 1:08:03 PM
From: Second_Titan	Respond to of 206110

Another factor that I have not raised is that some utilities are converting coal plants to NG fired ones in order to avoid expensive emissions compliance retrofits. I know of some but not all of them.

To: jim_p who wrote (6896)	2/22/2002 2:43:34 PM
From: kollmhn	Read Replies (1) \| Respond to of 206110

Jim I just booted about 50k of my PGO position. Deal spread is just too wide for my taste. So, with the stock up and in the money, I thought lighten up. Will replace next week, I think. Frankly, I think this rally is safe haven money headed over here from tech land. This is not a rally born of a change in fundamentals, IMO. Like you, though, I am adding HC and keeping VPI