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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 414.48+0.7%Jan 9 4:00 PM EST
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To: TobagoJack who wrote (791)9/23/2005 11:14:01 PM
From: Taikun  Read Replies (2) of 219173
 
Agree mostly. On weakness I want to add these oil sands:

OPC, IMO, SU, PBG, CLL

<Ignore japan equity>

I bought MTF, parent of Bank of Tokyo Mitsubishi. Before the merger that created Mizuho this was the largest bank globally and it is still better run than Mizuho (I know some Mizuho people) since MTF was a merger of 2 banks (Tokyo & Mitsubishi) which has integrated the last 10yrs since 1996. Mizuho has only been 4 yrs and was 3 banks.

My MTF position is meant to capture the privatisation of the post office, up 20% on

I like IIJI as a play on RFID. IIJI to do Japan IPO, spec.

I bought NTT as a fairly cheap telecom play.

I bought JOF, a Japan small equity fund. I made a bundle on FJSCX, the Fidelity Small Cap Fund and wile I paid a premium for JOF, I eventually realized there is a dearth of funds available to play Japan small caps. Maybe JOF and Fidelity and one or two others.
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