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

To: Knighty Tin who wrote (28640)	5/29/1998 5:58:00 PM
From: Joan Osland Graffius	Respond to of 132070

Michael, thanks for your comprehensive respond on your commodities plays. Joan

To: Knighty Tin who wrote (28640)	5/29/1998 6:04:00 PM
From: Zach E.	Read Replies (1) \| Respond to of 132070

I like to play a rise in grain prices by shorting Kellogg's. This non-growth stock selling at 29 times eps slashes its wrists when grain prices go up, because they can't raise prices. I thought that the cost of grain was a miniscule part of the overall cost of cereal. That doesn't make Kellogg's a bad short, I just am unsure of the rationale. Zach

To: Knighty Tin who wrote (28640)	5/29/1998 6:08:00 PM
From: Cynic 2005	Read Replies (1) \| Respond to of 132070

Mike, because of stellar demand for the Pentium products Intel has decided to milk more world dollars from this line. -g- People betting on merced have to wait till the pentium markets are tapped completely. Very soon Andy (whoops, some Intel goons may take offense to this address. Some of them insist that he should be called Dr. Grove.) will issue a statement to the corporate world of the world (not just Japan and Europe) saying, "it is suicidal to not to upgrade. Go and buy more and more souped-up PCs, all your business problems will be solved." A visionary alright. Altruistic? That's what the bull camp thinks. BTW, next time you get a chance to meet Creamer, give him one on his face for me. He, for whatever reason, irritates the heck out of me. -g- He was on ABC the other day after the SBC/AIT merger touting that the mega mergers are good for the companies and investors. BTW, he declared victory on Wednesday after the turnaround. Another visionary, I recon! Have a good weekend. -MMV aka Dr. V

To: Knighty Tin who wrote (28640)	5/30/1998 1:14:00 PM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 132070

Michael,<I am looking at Titanium Metals corp. In the past I have used OREM (history, they were purchased last year), TIMT and RTI for trading Titanium. RTI has some hazardous waste problems which was a gift with the United States Steel spin-off. With TIMT, I wish I knew what their contract is with Boeing. Boeing is a tough negotiator, but in general does not want to break the back of their subs. What I have found is they all went up and down when the metal does. The Russian threats of shipping has been the best time to buy and we know Boeing will not buy from the Russians which is a plus for TIMT. BTW, ML has some recent information on TIMT at their site. Joan

To: Knighty Tin who wrote (28640)	6/3/1998 8:35:00 AM
From: MoneyPenny	Read Replies (1) \| Respond to of 132070

You've mentioned CH and BZL CEF's lately. I'm sure you have received the BEA "independent" directors letter. Thought I'd give you some links to conversations over at ICEFI re: the funds. Rambling Roger and Phil Goldstein's evil twin at work. 192.41.8.196 192.41.8.196 I have CH as my only latin american exposure and am still waiting on BZL. On another note: ""I like oil owners and producers, not necessarily the refiners and services cos. My favorite is Plains Resources, though I like Pogo, too. MB " this is your comment on drillers. Is this just a current outlook because of their extreme volatility & oil prices? I am stupidly long GLM, but out of most everything else. Sharon