Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: pezz who wrote (33024)	5/5/2003 7:54:46 PM
From: TobagoJack	Read Replies (1) of 74559

Hello Pezz, Last Night’s Report: (a) Got rid of some Asian USD-denominated bond fund units at about recognized 25% capital gain, and converted USD to CAD; (b) Bought Enerplus at average cost of CAD 29.80 uk.finance.yahoo.com (c) Bought NCE Petro Fund at average cost of CAD 10.82 uk.finance.yahoo.com (d) Bought Vermilin at average cost of CAD 12.62 uk.finance.yahoo.com I dropped bond allocation from 20% of gross asset to 18.49%; and raised equity allocation from 16.8% of GA to 17.6%. Energy Royalty allocation is now at 12.5% of total equity allocation (or 2.2% of gross asset). I have been steadily upping my equity exposure, as I said to Maurice I would, to limit dilution by his hero Greensputin and idol Bernankaput. I am buying mostly 'things' and 'stuff', as opposed to 'R&D' and 'marketing'. YTD NAV up 3.36% due mostly to currency movers. 8% for 2003 is in sight. Separating out inactively managed components of allocation, that translates to 16% gain on active managed stuff. Chugs, Jay

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