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

To: Knighty Tin who wrote (31301)	8/20/1998 3:27:00 PM
From: Cape Blanco	Read Replies (1) \| Respond to of 132070

Mike, What do you pair up with SLB and why? I do appreciate the education and hope I'm not wearing out my welcome with this line of questioning. Marc

To: Knighty Tin who wrote (31301)	8/20/1998 3:32:00 PM
From: Michael Bakunin	Read Replies (1) \| Respond to of 132070

Here's a paired idea, albeit with no DD yet. Long CRCL (new CEO, conservative, price drop, 1.2% yield), short EXPD (same business, aggressive, high valuation, 0.4% yield). EXPD doesn't have obvious problems, but any slowdown probably affects them more. In re Clinton, I have learned to hate him for the way he's knuckled under to the national security apparatus against which he once protested. Then again, as my pseudonym indicates, I'm "loony left". mb