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Strategies & Market Trends : Paint The Table -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (20797)3/19/2002 9:50:45 AM
From: Challo Jeregy  Read Replies (2) | Respond to of 23786
 
09:43 ET Morgan Stanley cautious on truckers-- pre-open : Morgan Stanley in a pre-open note
is cautious on the ground transportation industry, saying that all of the benefits of an economic
recovery and consistently low oil prices are fully reflected in current stock prices.



To: Jorj X Mckie who wrote (20797)3/19/2002 10:18:32 AM
From: John Pitera  Read Replies (1) | Respond to of 23786
 
Hi Tom, good analysis. We probably have to consider that if Q1 GDP is 4 or 5% many of these transportation companies could be on the high end of their EPS ranges, and so the downside in the Transportation companies may be mitigated over the next 2-3 months.

Just throwing this out as a possiblity.


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