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To: ThomasJake who wrote (1570)	8/27/2006 7:00:06 AM
From: boomeriz	of 20797

ThomasJake I believe if you go back a couple of conference calls ago, the CEO alluded to or said that weather..another hurricane...could cause them earnings problems. Another hurricane would be good....yes..for the PPS in the short term....good...yes...for workload in the long term....but I would rather they not miss earnings this year. I think Frank may have built the business side enough with Fireline that this might not be a problem now with a single storm. Anyone bringing up the storms effects on HSOA's work is merely echoing the CEO's view....and he appears to have a pretty good grip on the company's direction. After all, your response stops work...some work is damaged and insurance must reinspect and then accomplish more paperwork before work can restart, and supervision is stretched even more...and supervision has been one of HSOA's biggest concerns. I would never wish another hurricane on anyone personally. I think it prudent to at least discuss the possibilities given Frank's concerns. Boomer

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To: nowayjim who wrote (1555)	8/27/2006 10:33:26 AM
From: FHM	of 20797

<<If a hurricane actually hits Fl or gulf coast states, there would also be an increase (although, I don't think it would be good for this year's bottom line but remember--it's perception)...>> I don't c the downside that some c if a hurricane were to hit first of all, it could create tremendous demand for HSOA's "first line" services (e.g., debris removal, drying out homes, mold remediation) wherever it hit secondly, it wouldn't slow down any of HSOA's ongoing work unless it hit in the same areas where that work is in process if Ernesto hits the upper west coast of Florida (which appears 2 be where everyone on TV this a.m. has predicted it would land), there would be only upside 4 HSOA the only caveat 2 this would be if supply lines/suppliers were disrupted

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To: boomeriz who wrote (1573)	8/27/2006 10:44:38 AM
From: FHM	of 20797

<<Something to think about also. If another storm ravages NO, I think the plan to rebuild could be drastically altered.>> I think that would be a true statement if the NO rebuild were to mirror-image the pre-Katrina configuration. however, most of the rebuilding 2 date has been in the parishes ADJACENT 2 the ones hardest hit. The Times-Picayune had an article about this a week or so ago. I seriously doubt that NO will rebuild in a manner reflective of its pre-Katrina configuration. folks will continue 2 return to the NO area, but most will settle in the parishes that were less impacted, i.e., those on higher ground. JMHO, FWIW.

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To: loanlady86 who wrote (1562)	8/27/2006 11:08:37 AM
From: fedman	of 20797

Thanks for your insights regarding AHM. Regarding the article, the part i found most interesting was the idea that these stocks may be worth the investment at today's levels even if the housing market has a harder than expected landing. There are some shrewd investors going long in this sector. In today's Washington Post there is an article about a very successful mutual fund manager, Bill Miller, not doing well for the first time in 15 years: (Note: free login required) washingtonpost.com One of the "mistakes" he made was going long Home builders in the Spring. He is bullish on them, he just thinks he's early for the party. For me, I think that while there are good values here, I'll try to catch them on the recovery side. I don't need to be first, just directionally correct. LOL

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To: goodbuddy2565 who wrote (1564)	8/27/2006 11:23:16 AM
From: fedman	of 20797

>>>"Some of our U.S. Hedge Funds are legally NAKED shorting HSOA on the Berlin,Germany stock Exchange".<< I have no reason to believe it is true or false. I don't focus too much on the Naked Puts/Shorting issue. As a sidebar, it seems like every stock I choose has the Rah, Rah, reg SHO and the SEC will take care of those guys and then, BAM! TO THE MOON. E.g., GLBC, NFI, MOVI..... Welp, I haven't had it happen yet. Not to be apathetic, but I feel like I need to do my DD and let the earnings take care of the rest. I don't put much stock in the Govt's ability or DESIRE to stop these practices. That is just my opinion but I look at this issue as one to work around rather that spend my time advocating and following its resolution.

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To: researchowl who wrote (1563)	8/27/2006 11:26:25 AM
From: fedman	of 20797

>> how did your former coworkers react when you told them that you were retiring at such a young age?<< Oh Owl. Things never go as you expect. My boss cried and tried to muster up some offer to get me to stay. The coworkers who knew me well and knew it was coming one day, were still surprised. Those who didn't know me were shocked and envious. But overall people knew I wasn't happy and were glad for me. I downplayed the "retirement" aspect and just said that I was leaving to take a break from the working world. Somewhat more prescient that I might have guessed as I can see doing a job that I really enjoy one day. If I could find a fulfilling job, I think I'd like that at some point. Anyway, people keep trying to "help me out" and want to circulate my resume. I said maybe in the Winter. I just want to enjoy having some time. The other thing is that the investing didn't go as expected. I thought that I'd be a value player and always have a dozen or so positions in small stocks that were waiting for their day in the Sun. The reality is that I wound up taking the trifurcated approach that I outlined in an earlier email. Regarding HSOA. I have some Sept 5 calls that I might exercise over the next few weeks and become a long-term HSOA man. Hope all is well with you. BTW: Did you get my email address the other day?

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