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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (22987)	4/4/2005 5:10:03 PM
From: aerosappy	Read Replies (1) \| Respond to of 23153

YELL looks interesting. The CEO claims that they can pass through higher fuel costs. My guess is that goods from China to Wal-Mart distribution centers account for a big chunk of YELL revenues. I wrote call verticals on the following: TSRA, betting that it closes ~$40 on April 15. TASR, thinking it will close below $10 on April 15 Thanks to Kb's reminder, I wrote the following vertical puts: EOG, looking for 50 to 55 on April 15 I bought April butterflies on the following: CAT, looking for ~95 on 4/15/05 ECA, target ~75 on April 15 I wrote some May strangles on GS.

To: chowder who wrote (22987)	4/4/2005 6:43:13 PM
From: kodiak_bull	Respond to of 23153

DB, On YELL, I think we have a confirmed channel to the south off the daily: 2 lower highs, 2 lower lows since the 3 bar turnaround that finished on 3/10. To me, the only question on this downtrend is entry. It could rally as high as 61 without disturbing the trend, and that would be an excellent entry, or the 3rd lower high could have been made on Friday. They pay us to take a view and put the money on the table. This is the vehicle, stops are the brakes; make sure you drive your YELLow vehicle at safe speeds with solid brakes. Kb

To: chowder who wrote (22987)	4/4/2005 11:22:28 PM
From: Libbyt	Read Replies (1) \| Respond to of 23153

YELL... I think it's still early to determine which way it will go IMO there are several factors that are hard to chart that might determine the direction of both YELL and AIG. YELL is currently purchasing USFC for either $45 or .9024 shares of YELL. I would think that this purchase might bring some selling pressure to YELL, in an attempt to have YELL and USFC trade closer to the value of the agreed upon purchase. (Maybe a lower trend until the purchase of USFC is completed sometime this summer?) Even though YELL is able to pass on a fuel surcharge due to higher oil prices, YELL IMO tends to be influenced by the perception that higher oil prices will hurt the transportation industry. AIG seems to have supporters believing that it is a "buying opportunity" at this level, and others who feel it is going to trade much lower as other possible "disclosures" are revealed.