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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: pezz who wrote (39351)10/8/2003 8:31:15 PM
From: TobagoJack   of 74559
 
Hello Pezz, Last Night’s Report:

(a) I had German drinks and Japanese dinner with friends;

(b) We then visited a club in the office building opposite the one where my office is. It is a restaurant, bar, club scheme, owned and operated by a HK movie mogul/mafioso’s son. There were many beautiful people partying on a Wednesday night;

(c) I got home at about mid-night, after drinking a few beers and several colas in alternating sequence, and exercising the same control/discipline as I tend to in financial markets, left when the leaving is still good;

(d) After getting home, I scanned the SI-scape and decided that since the folks on the Natural Resources thread Subject 54268 seem to have a hot hand for whatever reason, and given that I am a believer in diversification (across geography/economic territories, asset class/instrument type, industry/sector, companies/strategies, purchase times, and investment styles), I tagged along on some of their trades as I do some of your trades.

Specifically, I bought a dollop of:
Enterra Energy uk.finance.yahoo.com @ 15.20, and
Mission Resources uk.finance.yahoo.com @ 2.80

I know as much about these companies as I do about NOOF, and I do not need to know any more, because I am simply putting this gaming scheme Message 12508344 <<January 8th, 2000>> into imperfect practice for a portion of my portfolio.

Chugs, Jay
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