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Strategies & Market Trends : Booms, Busts, and Recoveries
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To: TobagoJack who wrote (48017)4/5/2004 4:12:43 PM
From: energyplay  Read Replies (2) of 74559
 
I'm waiting for a possible dip in royalty trusts as a buying oppty. I will be going more heavily to margin, so I will have plan which RTs - dual listed and US are marginal for me, Canadian only are not.

Still feel good about metals - Godzilla (Japan) awakes, will make up for any China or US slowdown.nk

I think the upside potential for the next 2-3 years may be very large for the world economy, and this will show up in raw material prices.
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