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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (28057)	5/9/1998 5:07:00 PM
From: yard_man	Respond to of 132070

Your note is some consolation. I've played the puts twice on BLDPF for a nice gain each time -- third time isn't looking like a charm, yet! Forgive my ignorance -- who's Ableson? This may be one of those stocks: Extremely overvalued compared to the potential, but it's so early on what is there going to be to prick the stock price -- Fuel cells have good potential for a very small niche -- dreams of a "hydrogen" economy are plain nutty -- large-scale adoption of the technology while there is still oil and natural gas just won't happen as it can't be made economic. This month I'll probably just wind up sacrificing half my previous winnings to the tulip lovers, but you should keep your eye on this one. It has real potential for a good drop -- figuring out what the catalyst is going to be -- that's what's hard. I know that there are more entrants as of late. Right now, it seems primarily a contest for research dollars.

To: Knighty Tin who wrote (28057)	5/9/1998 6:31:00 PM
From: geewiz	Read Replies (1) \| Respond to of 132070

Mike, I have a hunch reading the WSJ is too mainstream for a guy who does his own handicapping, but I noticed a table in the Thursday May 7th Money and Investing Section that rated brokerage house stock picks over a year and over five years. Interesting was that although Goldman does a lot more offerings that others, the company ranked at the bottom of gains on recommended holdings, underperforming the S&P. I might conclude from this chart that Pain and Warts do their homework better or are a more independent team. I remember your mentioning you had a higher opinion of certain equity analysts,so how about rating the teams? I'd like to see a rating on short picks! For private use only: Estimated performance of stocks on the recommended lists of 15 major brokerage houses through March 31. Figures include price changes, dividends, and hypothetical trading commissions of 1%. Firms are listed in order of 12-month performance. Firm ------- One Year/ Five Years Lehman Brothers---- 62.4%/ 162.4% Everen------ 59.4 / 177.0 A.G. Edwards----- 58.1/ 239.7 Wheat Firs-- 57.8/ N.A. Edward Jones------- 56.8/ 152.4 Raymond James------- 56.4/ 247.4 Prudential-- 56.0/ 127.6 PaineWebber- 53.1/ 292.2 Goldman Sachs------- 50.1/ 169.4 Merrill Lynch------- 46.2/ 200.1 Credit Suisse F.B.-------- 46.2/ 178.3 Bear Stearns- 45.7/ 177.9 Salomon S.B.- 44.3/ 172.0 Piper Jaffray- 43.9/ N.A. Morgan Stan. D.W.---------- 39.0/ 125.4 S&P 500 Index---------- 48.0/ 174.7 Copywright Wall Street Journal May 7th, l998 thanks, art

To: Knighty Tin who wrote (28057)	5/9/1998 8:48:00 PM
From: Don Lloyd	Read Replies (1) \| Respond to of 132070

MB - << Abelson took a shot at Ballard Power Systems>> Right column, wrong author, FWIW. Even the spellchecker caught it. -g- Regards, Don