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Strategies & Market Trends
IPPs and Merchant Energy Co.s
An SI Board Since September 2002
Posts SubjectMarks Bans
3358 82 0
Emcee:  Larry S. Type:  Moderated
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58Survivability is the test that most of these companies passed when Buffet boughtJerome-9/18/2002
57Book Value is out the window, imo. THe only thing that counts now is survivabilLarry S.-9/17/2002
56IMO, book value is relevant in that lenders in this capital intensive and relatiOeconomicus-9/17/2002
55A response: <i>Duke Energy: 'Despicable' Calif Report Misstates Ftom pope-9/17/2002
54Hi Bushman Book Value an P/B Are these figures still relevant, in todays marketJerome-9/17/2002
53The entire energy and utility sector was very weak today, along with the generalLarry S.-9/17/2002
52"The theory is good , but the actual practice of buying electricity from anQuincy-9/17/2002
51The experience in Georgia doing the same with with gas has been mixed. The diffeOeconomicus-9/17/2002
50>>>so that its consumers can purchase electricity from any provider<Jerome-9/17/2002
49<<Cal PUC report?>> That's my vote. Is it more than just a CaWinkman777-9/17/2002
48Any theories as to the downturn in IPPs today? Cal PUC report? Other reasons? TOeconomicus-9/17/2002
47Yes, that's what Georgia did with natural gas. I just wasn't aware any sOeconomicus-9/17/2002
46added UTIL which is SI's DJ Utility index symbol. I used yesterday's clLarry S.-9/17/2002
45This is a taste of things to come if the FERC has its way: competition and the eKyrosL-9/17/2002
44<i> what symbol should i use for the utility index? </i> ThereRCMac-9/17/2002
43I believe Alternate Retail Electricity Provider means other than the local utiliLarry S.-9/17/2002
42OK, let's discuss. ;-) Isn't this something new for MIR? What does it mOeconomicus-9/17/2002
41Larry: <<Well, I started the thread, but don't want to be dictator.&gkodiak_bull-9/17/2002
40I used the price this morning at the time the portfolio was suggested. what symLarry S.-9/17/2002
39<i>You might want to include all the individual stocks from the Dow Jones RCMac-9/17/2002
38Well, I started the thread, but don't want to be dictator. Just want a placLarry S.-9/17/2002
37Larry, I don't know, this is your thread. You might want to include all tkodiak_bull-9/17/2002
36Larry...all the stocks on your list were positive until you posted them...thanksJerome-9/17/2002
35OK, let me know if i should add or delete any stocks, and comments. thanks. larrLarry S.-9/17/2002
34Larry, By way of format example, only: BBR: Subject 50987 HTP: Subject 508kodiak_bull-9/17/2002
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