Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Demetre Deliyanakis who wrote (16536)	3/5/2003 7:13:12 AM
From: Wallace Rivers	Read Replies (2) \| Respond to of 78481

This group (the cruise industry) would certainly benefit from a drop in oil prices. The industry would benefit even more from increased consumer confidence to travel, were the potential war to be brief, and deemed favorable in reducing terrorist threats, perceived or otherwise. I have attached a link addressing the industry's problems, and opportunities. Some on this thread have positions, I do not at this time. RCL is more highly leveraged, IMHO the better "value". Because of this leverage, it is probably a riskier play than CCL. biz.yahoo.com

To: Demetre Deliyanakis who wrote (16536)	3/7/2003 10:49:00 AM
From: Archie Meeties	Read Replies (1) \| Respond to of 78481

<What sectors will benefit from a fall in oil prices after the war in Iraq is over?> The assumption that oil prices fall significantly after the war is mistaken. The only thing similar to 1990 is that we're again going to war with Iraq, but many other things about oil supply have changed in the interim. Message 18667634 bofasecurities.com

To: Demetre Deliyanakis who wrote (16536)	4/11/2003 4:14:17 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78481

Fwiw, I sold my exploratory GE position today and put funds into another conglomerate, SPX (symbol SPW). Not likely I'll really understand SPX Corp's businesses... they're mostly industrial and spread over many sectors; and they must see plenty of killer, world-wide competition. Not good. OTOH, p/sales is low compared to past several years, p/e is under 10, and stock price has now come down. I'll start exploratory entry position. biz.yahoo.com