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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: pezz who wrote (23580)9/30/2002 5:41:18 PM
From: TobagoJack  Read Replies (1) of 74559
 
Hi Pezz, Today's Report: Bought starter stakes in CRESY @ 4.72 and IRS @ 5.65. I am assembling an unpopular portfolio that is in part made up of:

- Gloom (AOL, CD in USA)
- Doom (Cresud and IRSA in Argentina)
- Terror (Hub Power of Pakistan),
- Fear (Zimbabwe Platinum),
- War (BP, RD, XOM)
- Intrigue (Bank of China in Hong Kong)
- Politically Incorrectness (Petro China, China National Offshore Oil Co - CNOOC, Sino Petroleum - SinoPec),
- Crapshoot (a private equity approach to public listed ventures - recommended by LLCF (DAK):
siliconinvestor.com ), and
- Aztec-ism (gold and platinum – physical/shares)

If these do not go up eventually, they will go down;0)

Ref:
Message 18054383

Chugs, Jay
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