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Strategies & Market Trends : Ride the Tiger with CD

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To: siempre who wrote (26805)	3/13/2005 5:33:28 PM
From: jimsioi	Read Replies (1) of 313434

Don Coxe this week....key line... "I’m strongly of the view that when they write the history of this market that the historians are going to say that this week was the week when the serious investors got advice from the real experts of the industry that it is different this time. That it’s not a three year cycle. And that means that you value these companies based on reserves in the ground. That’s what they’re doing. That’s what they’re doing with WMC, that’s what Noranda’s doing with Falconbridge and I believe that’s what you on the call should be doing as you look to build up your own portfolios." I just wish the market would start valueing IVN AUA.v GRZ WTZ based on the value of thier reserves in the groud. My mistake in this cycle has been not owning the big producers, thinking the up and comers would fully participate....maybe soon.. Coxe point out that "once again, the China crash stories are proliferating." Yes and this time with commodities as registered by the CRB near all time highs and extended...and bird flu starting to cross over to humans...and resource stocks up another full notch or two since the last outbreak of China Crash fever... That all has to present some concern, especially listeners of Don Coxe, who I greatly respect, but who on occasion has had some shrt term dooozies as to timing of his bullishness. "As far as the mining stocks are concerned, historic week. This is one we’re going to look back on. As far as the commodity story generally, the idea that we’re in a new bubble is something that only shills and mountebanks should try to maintain."

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