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Enron Mail |
Gary,
Just a reminder concerning follow-up with The Weather Channel and Energizer Holdings regarding potential hurricane derivatives. Additionally, I found the following link which describes Ray-O-Vac's recent earnings warning. Among other things, they mention that they had tough comparisons due to an active storm season the year before. I believe they are referencing hurricanes and represent another potential opportunity in my opinion. http://dailynews.yahoo.com/h/nm/20001219/bs/rayovac_outlook_dc_1.html One more thing, as I mentioned in our conversation, I believe that The Weather Channel is an ideal candidate for approaching concerning hedging against a lack of extreme weather of all kinds. I know that they are financially "not doing so well" at present due in some part to a lack of hurricane activity and are now enjoying great ratings due to the extreme cold. They may be a hard sell but they are as purely exposed as anyone and should be worth the effort, especially after the recent story they did on us. Please let me know how I may be of assistance. Thanks, Charlie
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