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To: Larry S. who wrote (42688)	8/9/2002 11:24:17 PM
From: Kelvin Taylor	Read Replies (1) \| Respond to of 53068

for income investors a 25-50% reduction in the divie is quite a big deal. is this a short term problem or is business soft and the cut is needed to remain in business? how were the earnings this past qrt? and the guidance for the rest of the year? current estimates are for 17% EPS growth. not too shabby. price wise the stock has done far better than many in the market.

To: Larry S. who wrote (42688)	8/10/2002 12:19:36 PM
From: Joe Stocks	Read Replies (2) \| Respond to of 53068

PCL- Larry, Here is the lumber chart. quotes.ino.com I would be careful here. I think the market is telling us that homebuilding is topping out. PCL did that well at the best of times. The above chart shows lumber pricing is weak. stockcharts.com[m,a]daclyyay[dd][pb50!b200][vc60][iUb14!La12,26,9]&pref=G The forest and paper products chart doesn't look much better. Looking at the 3 year chart in light of the two charts above, I think it is very possible that we could see a break of the rising trend line versus a bounce off of it. A bear market would also add to the chances of that break. But Joe, could you say the same thing for those utilities that you are salivating over?? Look at the three year chart for UTY I think that much of the damage has already been done to those folks. Wait for the $fpp chart to look like the $UTY chart before these companies look ugly enough to buy as i think it is just a matter of several months when they will. stockcharts.com[m,a]waclyyay[df][pb50!b200][vc60][iUb14!La12,26,9]&pref=G Joe

To: Larry S. who wrote (42688)	8/10/2002 5:44:11 PM
From: BWAC	Read Replies (1) \| Respond to of 53068

<(heck, its inventory grows 5% a year automatically).> Unless drought, fire, destructive storms, or insects get in the woodpile. But the worst natural enemy would be the dreaded Financial Terrorist, a rodent once confined to the obscure cubicle pods in the swamps of broker pimp land. This country is infested with them. They have special SEC protection so you can't just shoot the varmits on sight. In a never before seen cooperation between species, these Financial Terrorist rodents have been seen pack hunting for kills in conjunction with the rapidly growing population of Bears. Larry? Two questions: 1.) Have you ever seen a Rodent turn and eat a Bear? Keep watching if you haven't. 2.) Does a Bear sh*t in the woods? And fertilize trees?