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

To: pezz who wrote (45866)	2/9/2004 1:57:25 PM
From: Box-By-The-Riviera™	Read Replies (1) \| Respond to of 74559

ROFL!

To: pezz who wrote (45866)	2/9/2004 5:23:00 PM
From: Jane4IceCream	Read Replies (2) \| Respond to of 74559

Whats a "pezz?" TIA, Jane

To: pezz who wrote (45866)	2/9/2004 9:31:28 PM
From: Dr. Voodoo	Respond to of 74559

Hi Pezz, Today's Report: I'm beginning to rethink my positions in HMC and MON. Although I think my analysis is good and both companies will show robust profits, my shorter term perception of global outlook has changed. I have since added GSS. Nothing to say long term here. Felt it was cheap, relative to peers and don't want to miss the short term boat. I also bot a chunk of AZN. Again playing the drugs here and feel like this has the most upside. Also, I think if I'm going to boot MON, I will add more AZN instead. Monsanto, and Dow are still under pricing pressures on the chemical side and I don't think I like this exposure, despite what I think will be robust demand for GM crops. NOI--I have become convinced by large increases in rig count, and squabbles over OPEC production that we will indeed wind up with cheaper oil and a glut of it this comming summer. If indeed the overcapacity bubble is going to be burst, this is how shrubbie is gonna do it. Lower oil, lower dollar will keep the treadmill running until the american consumer is in a plastic induced coma. As such I added NOI and expect to be in this for about the next 4-6 months. Voodoo