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Well if you believe the US$ is in a downtrend and that after Euro is rolled
out that Euro stocks may outperform our market given WAR on homeland.....
there is a win win...... AS much of Alaska's oil is now controlled by B.P.
British Pete... (BP) so you could have a USA energy asset that is actually
a British ADR which should do better in a environment where the Euro could
still next year outperform the US$.... Other one I'd look at would be Royal
Dutch (RD) But I'm not convinced right now is the time to invest in either
of these.. I'd be more inclined to wait until NOV-DEC to enter either of
these but I do believe both will outperform XOM Exxon..
----- Original Message -----
From: "Earl Adamy" <eadamy@xxxxxxxxxx>
To: <realtraders@xxxxxxxxxxxxxxx>
Sent: Sunday, October 14, 2001 1:35 PM
Subject: Re: [RT] Oil!
> Let's kick around some stock symbols. Do we know which of the majors are
> most dependent upon ME oil and which are major domestic producers?
>
> Earl
>
> ----- Original Message -----
> From: "Michael Ferguson" <wl7bdn@xxxxxxxxxxxxx>
> To: <realtraders@xxxxxxxxxxxxxxx>
> Sent: Sunday, October 14, 2001 8:34 AM
> Subject: Re: [RT] Oil!
>
>
> > O yeah, I forgot the investing/trading implications of my scenario,
sorry.
> >
> > Short the mideast suppliers.
> > Long the replacement producers.
>
>
>
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>
>
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