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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (39876)10/21/2003 2:23:15 AM
From: energyplay  Read Replies (1) of 74559
 
Nasdaq long is not a viable play...

I agree with that, but the Nasdaq isn't a short yet.

Not much new here - What's working -

Mining stocks for industrial metals -

Nickel - I like INCO, (N) They report results SOON.

Copper - PD, PCU

Large miners like BHP.

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Countries -

Japan EWJ, MJFOX, FJSCX
Korea EWK
Austrailia EWA

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Natural gas if iffy right now - I am holding low cost positions.

I also hold PAL, RRI, TMR, SCLN, ROYL, KCS and BTO , but these are either trades or longer term speculations...

I used to have CHN China Fund and GCH Greater CHina, but sold a few weeks ago as the valuations got too high, missing much of the move....just like you did.
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