Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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From: energyplay	12/28/2004 9:14:29 PM
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Bought some funds today - CEE, closed end East Europe & Russia, -13 % discount from NAV EF, closed end Europe Fund, -5.4 % discount form NAV ILF, Latin American iShares ETF, no discount. Also bought some IIT, Indonesian Satellite Company. ***** I'm looking at ATS, a China based Satellite programmer with lots of losses but a low stock price.... I have been moving out of E&Ps for energy, keeping almost all the royalty trusts and the wonderful Eneregy Split. I have some very small cap E&Ps with large gains which I will hold until at least 2005. I now have rail roads - CP, NSC, BNI Utilities RRI, SRP Uranium CCJ The above 4 new positiions Royalty trusts Bunch of energy stocks still and about 8-10% cash.

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