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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Demosthenes who wrote (4535)	4/15/1999 9:53:00 PM
From: Justa Werkenstiff	Read Replies (2) \| Respond to of 15132

D: "Also, the NVLS CC was worth the time. I recall Hill saying that a restrained recovery in the early stages would probably pave the way for larger (and more profitable?) cycle. I would guess this factor, should it pan out this way, would benefit the smaller equips more than the large ones because it would give them more time to receive orders and build them out. Do you agree?" With respect to the length and profitability of the cycle, you raise a good question and I wish I knew the answer. I cannot make any judgement until the facts present themselves. AND it would be an educated guess. AND don't forget that these guys are terrible forecasters and they will admit to that fact generally. So when I hear that kind of speculation about a long and profitable cycle, I get a little nervous. DON'T let anyone tell you this is not a cyclical sector. AND when they do, get ready to bail unless you are along term investor and are going to ride all the way down to the bottom with a smile on your face. With respect to the small caps in this sector, from this point forward they have more upside potential at their current valuation levels IMO. AND if we get improving fundamentals in these companies and ride the wave of an overall small cap rally, the bootstrap effect will be a real rush <g>.

To: Demosthenes who wrote (4535)	4/16/1999 10:56:00 PM
From: Lars	Respond to of 15132

Demosthenes, >>> Also, the NVLS CC was worth the time. I recall Hill saying that a restrained recovery in the early stages would probably pave the way for larger (and more profitable?) cycle. I would guess this factor, should it pan out this way, would benefit the smaller equips more than the large ones because it would give them more time to receive orders and build them out. Do you agree? >>> Is anyone here using LEAPS to play this group? Can you use LEAPS to play this group? I haven't checked the CBOE.