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 (45332)	1/28/2004 4:16:28 PM
From: TobagoJack	Read Replies (3) of 74559

Hello Pezz, Report – Canadian Front: I sold my full wallop of Saskatchewan Wheat Pool at CAD 0.405/shr Message 19427737 <<October 23rd, 2003>> for (a) small profit of 16%, and (b) for CAD so that I can top up my Canadian Oil Sands uk.finance.yahoo.com position at CAD 49/shr. I prefer COS to SasWheat because I am guessing, (a) the weather that is good for my natural gas plays would be awful for wheat in Canada (I have wheat in Australia Message 19500572 <<November 13th, 2003>>), (b) COS pays a dividend, (c) starting to be in the mainstream news flow, (d) is a Saudi Arabia but next to the US, (f) producing a fuel that is priced for international distribution (as opposed to natural gas that is strictly a local barter), (g) oil may be priced at USD 50+ level at some point, and then at Euro 50+ at some other point. The Canadian Oil Sands were piled so: Message 19005086 <<June 5th, 2003 … at CAD 35.60>> Message 19419437 <<October 21st, 2003 … at CAD 39.30/shr>> Chugs, Jay

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