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Alias Born 06/14/2001

Re: None

Friday, 08/29/2008 1:35:16 PM

Friday, August 29, 2008 1:35:16 PM

Post# of 16584
GV still best pure play - the others really need cat 4 or 5 risk, and gustav is marginal cat 3 at best. IPII/WEGI/NSMG etc may pan out well, but much more risk involved at this point. Only sure thing IMH to get real contracts out of this is GV...still only up 33% from initial move, and 75-80% off its Katrina highs. Consider the amount of work they got just from cat 1 of Katrina as it crossed Florida, but their operations cover much more of the gulf now and NO is looking at a cat 3 hit.
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