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


To: KyrosL who wrote (55459)11/3/2004 3:29:27 PM
From: KyrosL  Respond to of 74559
 
Out of MRK at $27.74. I didn't expect the Bush rally to fizzle within hours.



To: KyrosL who wrote (55459)11/4/2004 3:02:05 AM
From: energyplay  Respond to of 74559
 
Re: Merck MRK - I wish you luck, but they have those 'smoking gun' emails on the Vioxx risk...



To: KyrosL who wrote (55459)11/4/2004 3:39:57 AM
From: energyplay  Read Replies (1) | Respond to of 74559
 
Hi Kyros - I think the energy related stocks will have more legs, at least for a few days.

I like NSS (also MVK, but not as much) an Oil Country Tubular Goods supplier OCTG

CHK has had good numbers.

The energy royalty trusts will have increasing cash flows, often leading to higher valuations and distributions.

San Juan Trust SJT pays out a large percentage of income, has low overhead.

Lots of Canadian Royalty trusts look good - I like AVN and PMT

****

RRI had some good results - thanks again for that.

I have a little SRP which is slowly rising.