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

To: TobagoJack who wrote (33814)	5/16/2003 1:48:43 AM
From: Cogito Ergo Sum	Respond to of 74559

tough call Jay, especially with other people's money :o) Well I guess you know my take on PWI (debt, dilution and hedging) but FWIW it's popped nicely in the last little while, the results were out recently and its up ! I'll hold what I've got unless it starts to get real weak OR OTOH I may move it to the category of NCN and PVX which means I'd be more likely to exchange it on further strength. What's suspicious to me ;o) is last time they popped like this they announced a PP for more units shortly afterwards and fell back to PP price and then drifted lower. Funny thing though about PWI is they just seem to keep managing to pay out which is why I keep my core position.... BUT bear in mind that the position is much smaller than other positions. It warrants watching for signs of weakness in NG. Bought some VTSS again today for a second go 4.41. As I recall also (funny brain I've got) DAK bought a good bit (PWI) during the Enronitis times and I don't think he's down if he's still got it. ERF well I don't follow too closely. I'd guess it's more likely one of those valuation things there as they seem pretty solid. regards Kastel