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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: John J. O`Reilly who wrote (14203)	10/19/2002 6:20:13 PM
From: Bruce A. Brotnov	Respond to of 16631

John, you didn't mention NLS in Barrons, so I assume they didn't dump on it. Maybe Herb negotiated with them to let him run this story. Barrons called for ESST to hit book value of 4.75 when it was still in double digits. If you remember the "Gulf War" the first day was down a little and the second day I believe it jumped 88 points and never looked back. Energy stocks benefited the most but I don't recall precious metals doing anything in particular. Unless there is a major set back in the war, it will be a positive for military stocks (CAI, EASI, DRS, etc) and also tends to stimulate industrial production. When it is over is when the production slows down and the market gets soft. But will history repeat itself???/ <g> Bruce