Dear Jim : I appreciate your insights on why fwlt and fcx will not work out
short term.Kept my biggest position RIG as you were more neutral on that
working. But today, we were given an early Christmas present with ACM down so
hard interday after earnings. I bought half position after haircut, but is
this purchase blessed by you because of the price? Are 15% haircuts on Fcx and
Fwlt from current price now a go to buy shares?