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Non-Tech : NIFTY NINE IN NINETY NINE PLUS ONE -- Ignore unavailable to you. Want to Upgrade?

To: Harold V who wrote (492)	4/19/1999 2:35:00 PM
From: Mike McFarland	Respond to of 613

Well...since you asked;-) I thought I had a nice 'system' figured out on this one. I would trade in and out of an energy fund once or twice a year, just to capture about 20%...and then I'd be in cash the rest of the time. However, after the Economist's awash-in-oil issue, about two months ago I think, I turned off my mental energy-watch program, and figured I would just tune back in during the summer. Whoops! Missed the whole freakin run--even as I watched the price for gasoline go from 89 cents to $1.35 in my neighborhood, I stood frozen, and never captured any of the run. I think it is late in the game now...but I could be wrong;-) I certainly don't have any individual picks, and after energy slumped right through this last winter, I'm out of phase with the correct seaonality. Really don't know what to think now.

To: Harold V who wrote (492)	4/19/1999 7:59:00 PM
From: Arthur Radley	Respond to of 613

Afternoon Harold, Hope you survived the weekend(:>). As for suggestions in oil-related companies the only company I follow is GLM. They had a good day today. However, for a suggestion in a related field I would suggest that you look at APWR. With the deregulation of the electric utility industry, IMO APWR will greatly benefit from this event. As you know, this topic is a "hot" one here in Texas. APWR had a good day today and has an positive revenue flow and earnings. If you check it out, I would appreciate your thoughts.

To: Harold V who wrote (492)	4/19/1999 9:04:00 PM
From: Brander	Read Replies (1) \| Respond to of 613

Oil related picks: VLO and ESV; have done very well on both over the last couple of months. I expect them to rise further.