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Strategies & Market Trends : Booms, Busts, and Recoveries
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To: EL KABONG!!! who wrote (36975)8/4/2003 2:35:31 AM
From: Seeker of Truth  Read Replies (1) of 74559
 
Hi Kerry J.,
Globally, stocks seem to me fully valued. My four largest holdings are real estate stocks, CAST.ST, Stockholm,COR.AS, Amsterdam,REI.UN, Toronto and UNBP.PA, Paris. They have advanced by 15-20% this year. When you consider that they return in real terms at most 4-5% per year, one can see that further upside in the next year or two is unlikely. When TeoTwawKi hits, the epicenter will be in the US but world wide real estate stocks will suffer because of the economic damage generally. Less major positions are PTR and CEO, maybe as good as gold, who knows? Lots of luck to all.
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