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Politics : Ask Michael Burke

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To: Joan Osland Graffius who wrote (96553)	7/6/2002 1:17:39 PM
From: Mark Adams	Read Replies (2) of 132070

Alas, I sold FCO too soon, as you know. <g> Collected lots of nice dividends though. I saw your mention of SFD elsewhere, and started looking into it. On the income side, and despite my belief in higher interest rates on the horizon, I took small positions in GPB and VPA. Both are insured, both callable, VPA rather soon. I don't know if they'll be called, depends on refinancing I suppose, and interest rates. Pretty nice site; quantumonline.com I imagine Rogers still likes commodities? I suspect they would benefit from both renewed global growth and mild inflation. Brazil may go left on us, but I'm willing to risk my small position there. I'd be more concerned about the impact on global companies doing business there than the ADRs of the locals. As these impacts are less likely to be seen in advance, have a greater chance of surprise.

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