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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (24781)	10/31/2002 6:30:14 AM
From: Snowshoe	Respond to of 74559

EP, thanks for the suggestions! Of the items you mentioned I've already got TIPS (VIPSX), BEGBX, and NEM in the custodial accounts. Plus treasuries averaging 4-5 years, having just sold the longest-duration stuff. Also lots of cash, some municipal & corporate bonds, and a few miscellaneous mutual funds left over from previous management. RD has been on my watch list, and I'll look at some of the other energy things you mentioned. I've never owned an energy trust. One of my great regrets is that I did not buy BPT (BP Prudhoe Bay Trust) when it crashed in 1998/1999.

To: energyplay who wrote (24781)	10/31/2002 6:53:47 PM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hello energyplay, you can consider doing this ... Message 18181090 NLY pays 15+% distribution at current price. If the yield curve gets steeper, i.e. mortgage rate go up even as FED rate go down, the distribution gets larger. Think of it as a big catheter in the artery of the FED, in the way of gushing ink;0) Of course, during any financial blowup, NLY may simply explode with crimson fluid. How strong is your faith in neo-central banking:0) If as strong as Maurice, then sell put, buy call, and forget the dividend, else, just long the equity, otherwise sell put, unless not touching the toxic pile at all. Chugs, Jay Reference Message 18099731 Message 18139899