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To: SJS who wrote (1766)8/13/1998 12:08:00 PM
From: Thean  Respond to of 14427
 
GLM's CEO Rose warned of declining dayrate and wanted analysts to lower estimate for next year.

He said he thinks oil will return to $19 next year but only if we have a very cold winter. Story in Bloomberg.



To: SJS who wrote (1766)8/13/1998 12:31:00 PM
From: Alias Shrugged  Read Replies (1) | Respond to of 14427
 
Steve -

Re: HD

Who knows? Seems to have a tough time getting back above 44, whereas other retail guys have moved back up (WMT, BBY). Seems like lots of folks selling out - maybe stock moved too high with the split mania.

I hope to have the stock pop to 47-48 on earnings and then fade back to this level or a little lower (42.5 strike?). If earnings are not great, 37.5 or 40 by next friday.

I've been following this thread all along - you folks have built a great thread.

What's your take on HD.

Bought puts this morning on WMT. Hoping for this stock to slide a little by friday; i will then buy calls.

Mike