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Strategies & Market Trends : Winter in the Great White North

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To: marcos who wrote (4448)4/9/2003 11:45:26 PM
From: Step1  Read Replies (1) of 8273
 
Hello Marcos,

wasabi is really the only thing spicy you`ll stick your teeth in here, otherwise , the taste is subtle, and it can more likely be described as bland for travellers having spent sometime in Mexico for example of Thailand. I used to scare people into a panicked flurry of "Nonononono No don`t!!" everytime i "added" some wasabi to my sushi here at first (since i had first spent a year in thailand) and found it didn`t taste much without it...

On to stocks. Bottom, rally, resuming the bull? I don`t know and i am going to have to start sounding like Claude soon, cause we won`t know until it happens... Sure looks like a sell the (war) news rally... What if?
Iraqis chant and dance for a week welcoming the Mercans and then say thank you , now you can go home?
What if?
The US says they will do a quick in , then quick out, but show intentions more towards a Korean or German long term base set-up in the middle east?
What if ?
Suicide attacks and near civil war break out in Iraq?

There are many possible scenarios and certainly none too bullish for the USD and the economy, now that we have to get back to business and business was`nt so good before the war anyway... I don`t know what pog will do in either case but still feel i got it at a great time since 99 in the PMs.

As far as the stocks I hold, geez, it won`t sound very original since most of the other posters here or on the Russ` pm thread will be holding the same but here it is anyway:

( a whole bunch and i will have forgotten some in any case)
agi, arq,, bgo (small position looking to get out), bgi, ckg,cbd,drooy (looking to get out, to trim my SA holdings),eld,gbu,gfi( a corner of my PF) ,hmy ( a ST trade),mr( no money left to get the other 2/3 of the position) ,mfl (miniminimanimo, catch a spider by the toe ...),mae(just in),moy( been in forever, just added another serving after Russ laid down the facts) ,nde ( long shot) ,ngt.wt (hey, you are the expert there),
nem (corner of my PF, bought at 12.50) ,paa,paa.wt (those two from the half of the position in BAY that i did not sell),suf (in at 2.50, now can they tripple again) ,swg (kept 1000 for life),swc (mother, should have stayed out of that one, promise i will never do it again) ,tnx (hey after all that slider did to sink Sinclair and his hype, I am still up like 300% on that one, in at .44),wrm ( the devil made me do it ... but like the fact that it has an amex listing, good liquidity etc , blabla bla...)

That covers about all of it i think, in the pms, i tried to spread the risk (understatement) and split it between producers (big/small) explorers with proven "stuff" in the ground but still looking to expand (a la CBD for example) and crapshoot grassroots... Have a put/call strategy but never seem to get it started, also have a 10 month old baby at home, so stocks have moved down a couple of notches in the priority list ... I sold HL at the top twice (June 2002 and Dec, and also sold Paas in 2002 at a dime from the top) so that really gave me a huge push, i have got a few disasters, mostly behind me though, except for SWC and EP, so i make no claim to being a good trader, a lucky one sometimes , but not that good. Sold some GG in Dec in its second top, i had bought at 9, but kept the other half until last week, so no bragging here, did not do as well as I could have should have ... but that is life. I definitely want YOU to get AGI off the mat, cause i even got my brother to buy a few, so this is now a family affair and i personally have a shitload if you throw in the warrants as well.

Anyway , I am not sure it will help anyone cause these are pretty much the names you hear about all the time, but i was very lucky to get in when they were "gifts" (imagine i thought i overpaid for MFL cause it was trading at .66 cents and i had to pay 72 to get them , then the high of the day...)

later

step1

PS suppose i could also change my handle to metalman ...
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