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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: Knighty Tin who wrote (221437)	2/15/2003 10:44:27 AM
From: Knighty Tin	Read Replies (4) of 436258

Jean Marie Evialliard (one of the reasons not to hate everything French) was on Wall Street Week with Fortune last night. He made great sense, as usual, and, of course, has a terrific record to back his musings. First of all, he dissed those who thought that a quick war would be the end of gold. "EET ees een a boool market." And then he moved from his gold fund to his value funds, where he is buying global competitors of US firms at half the US valuation. "Zere ees a price for everysing." Since the move of Ira Unshculd to a hedge fund, Jean Marie is probably the best fund manager in the world. Not that I'm prejudiced. I own both his Overseas and Gold fund and have many clients in the Global Fund. There are only two places where I disagree with him: 1. He likes Tyco, though he didn't talk about it last night. 2. He sounds like Pepe Le Pew. <g>

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