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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Liatris Spicata who wrote (14089)	2/13/1998 11:01:00 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 94695

May I suggest a utilities fund--with not much effort you can trade in and out very infrequently and still ensure that you do twice as well as cash. I personally have a natural gas utilities fund--I think it may do well in the next 12 months if energy prices move up* (war with Iraq would do that) demand for energy moves up (forecast is for neutral or La-Nina/colder winter next year) and last, companies buying back their stock (by reducing payouts, which apparently nobody wants anymore due cap gain rate). (* why suppliers of gas would make more if energy prices rise was not intuitive to me when I read the annual summary. It still is not, but I'll trust fidelity on that one...it may have something to do with the fact that cost increases get passed on to consumers, while many of the companies the fund holds generally benefit when prices are rising). Anyway, that is essentially I am doing with some of what I would otherwise have in savings. As always, if my thinking is bad, I appreciate criticism.

To: Liatris Spicata who wrote (14089)	2/14/1998 11:26:00 AM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 94695

Larry if you want to dable in futures just buy food/grain related futures for the long term they will do fine well above inflation. Meat consumption is growing and you need around 2.5 pound of grains for one pound of meet IMHO. The rollover will be a problem as will be the margin requirements from time to time. Aside from that, money market funds with a 2.5% to 3% spread above inflation is nothing to sneeze at. Equities it's time to cash out you may leave some on the table, but so what?? BWDIK Haim