Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (24149)	10/12/2002 8:41:23 PM
From: energyplay	Read Replies (2) of 74559

I like NEM - probably more than I should. Got some more by buying Franco-Nevada (old FN.TO) which merged. There's a discount on Candian stocks, which has become larger after Bre-X. I also have some of the Canadian gas royalty trusts - ERF, NCN. Look at their payout levels - tied to price of Natural Gas, of course. Might be a good use for some converted Yen - give a big postivie carry. Noticed you covered the Stillwater SWC call - Platinum going up now, or did it just get too cheap not to cover ? Do you own SWC or did you just buy back the call ? The Verizon VZ put looks good too - investors will be looking for a new "Phone Company" proxy, and VZ looks like a winner.

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