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 (40940)	11/6/2003 2:50:52 AM
From: TobagoJack	Read Replies (1) of 74559

Hello Pezz, Afternoon Report: I have started to rebuild my untimely-depleted China portfolio: Purchased a tranche of Sinotrans finance.yahoo.com at HKD 3.675/shr. It is the ex-monopoly courier service now in league with DHL, servicing oodles of business clients; and Purchased a tranche of Travelsky finance.yahoo.com at HKD 7.25/shr. It is the de-facto monopoly reservation system, serving growing domestic and outbound international traffic of folks. I decided to hold on to my three tranches of PICC P&C finance.yahoo.com , the ex-monopoly P&C insurer whose market share will supposed slip to a mere 60% by 2007 as the underlying market will probably double biz.yahoo.com , serving … well, you know, the growing travel and other industries. If you detect a thread of logic through the three decisions, you would probably be correct :0) All three can easily suffer a 20% roll back in value in a hurry, and if so, should be treated as a gift to pile on more, because there would be not much choice ;0/ Chugs, Jay References: Message 19471243 Message 19471048 Message 19470650 Message 19455558 Message 19444705 Message 19467092 Message 19470582 Message 19470600

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