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Strategies & Market Trends : IPPs and Merchant Energy Co.s -- Ignore unavailable to you. Want to Upgrade?

To: tom pope who wrote (3008)12/20/2003 8:30:01 AM
From: Larry S.  Read Replies (2) | Respond to of 3358
 
IPP Portfolio. The current IPP Portfolio linked to this thread is up 73% from the time of start. I just went in and deleted the 2 MIR entries which accounted for 20,000 of cost and no current value. With MIR removed, the portfolio is up 81% from start. What do we want to do going forward? My preference would be to start with fresh prices on 1/1/04 and track the years' progress. Any suggestions? What about additions or deletions from current portfolio. thx. larry



To: tom pope who wrote (3008)12/20/2003 12:13:52 PM
From: Raymond Duray  Respond to of 3358
 
I wish you the very best with every honest company you hold an interest in. <w>


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