QUESTION: Gentlemen - I hope you all are doing well. I wanted to follow up with guys on supper club. I believe it's our turn in the "rotation". ML and I thought it might be fun to change it up a bit and go some place like the Mucky Duck where we could eat and watch a band or go somewhere like the Laugh Stop for dinner and a comedy hour. We will treat on the dinner and first round of drinks. I would say on all drinks but given Kevin's past rampages with the bottles of wine I better not guarantee full payment of that at a restaurant. If that's a problem, I can always bring Kevin a small flask and straw that he can have during the night. ML talked to Lisa and I talked to Dax and it sounds like Sunday, November 11th will be the only date that might work. Follow back up with me and let me know if that will work. Take care and talk to you soon.
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ANS: Supper Club

QUESTION: Please respond to Sivy on Stocks SIVY ON STOCKS from money.com April 25, 2001 Construction project The need for aggressive oil exploration and new electrical power plants should be a bonanza for firms like Fluor that can manage such projects on a global basis. By Michael Sivy It may seem hard to believe today, but back in the 1970s, one of the hottest stock groups was Construction and Engineering. These C&E firms managed mega-projects, including oil refineries and pipelines in the Middle East, and were minting money because of the oil shortage. But during the past decade, the energy crisis seemed like only a distant memory. And even the best C&E firms, such as Fluor [FLR], ran into trouble. For most of the late 1990s, Fluor's earnings were stagnant. The company over-expanded in 1994 and subsequently began missing its growth targets. As the problems got worse, the stock fell from a high of $75 a share in 1997 to less than $23 early last year. To fix these problems, Fluor decided it would be smart to split the company in half, separating its C&E businesses from its coal-mining operations, which now trade as Massey Energy [MEE]. Since the split late last year, Flour has been doing well and appears poised for even better times to come. But this improved performance has gone unnoticed by many investors because the division of the company and the shift of its reporting schedule from a fiscal to a calendar year have made earnings comparisons difficult. In fact, some research sources have stopped following the stock altogether. That's a pity because the outlook for energy is better than it's been in a decade. The scare of higher crude prices should greatly improve prospects for oil projects, while electricity shortages in California -- and possibly
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ANS: Sivy on Stocks: Construction project

QUESTION: Fred- Robyn structured and executed our first power deal with AIG's Arbitrage Fund yesterday- DKR. Its our first deal.. we made money and it fit directionally into Steve Vu's book. We have been pitching the weather product since the beginning of the year but have been limited by the size of transactions we could do and the funds understanding of the market. Most of the funds want to use weather as a hedge for an underlying position in gas or power.. and the size of the market in weather has not been enough to cover directional NYMEX views. So we started to look at smaller deals in the market areas to hedge regional power and gas underlyings that will naturally be smaller positions. DEAL we did: Basket of 5 cities... equally weighted DKR sold Nov HDD swap of basket of 5 cities: chicago, clevland, LGA, DC, Boston - equally weighted average of the 5 cities strike = 650 payout= 2,000/HDD with 400,000 cap. DKR benefits if it is warm.
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ANS:
1st weather deal