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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: re3 who wrote (21826)	11/16/2004 7:16:34 AM
From: KyrosL	Read Replies (2) of 110194

Marc Faber's Picks… Company Ticker Price 1/9 Energy Energy Select Sector SPDR XLE $27.97 Schlumberger SLB 54.00 Diamond Offshore DO 21.94 ChevronTexaco CVX 85.12 Anadarko Petroleum APC 52.06 Other commodities Coffee (per pound)* 0.68 Silver (per ounce) 6.46 Asia Thai Military Bank TB baht 5.65 Bangkok Dusit Medical Services BGH baht 91.0 Bumrudgrad Hospital BH baht 67.0 Long iShares MSCI Malaysia (Free) Index EWM $6.73 Short China Fund CHN 43.30 and Pans U.S.Homebuilders Centex CTX $101.70 Hovnanian HOV 77.80 Toll Brothers TOL 39.52 Lennar LEN/B 43.75 Semiconductor Stocks Semiconductor HLDRS SMH 44.75 Phila. Stock Exch. Semi. Index SOX 543.31 *Futures contract You figure out what his gain/loss is now <g>

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