2026 TeoTwawKi ... 2032 Darkest Interregnum Message Board

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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum

GLD 399.01

+0.1%

Dec 19 4:00 PM EST

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To: Muthusamy SELVARAJU who wrote (5025)	3/26/2006 7:22:28 AM
From: energyplay	Read Replies (4) of 218631

Hi Selva - a few things : I have to agree with TJ about being careful about US entities, especially financial firms, if you are out side the US. You could consider Canadian banks and brokerages as a safer alternative. Many of TJs suggestions are based on the commodity cycle. Some other themes could be useful - for example drug and biotech. There are a number of European firms Roche, Novartis, Sanofi-Aventis with good portfolios and many biotech deals. Roche owns the majority of Genentech, for example, and gets to market their drugs in Europe, collecting large profits directly. Another non - commodity theme would be the recovery and integration of the former Eastern Europe. There is an Eastern European media company with a nice long term chart - CETV -look at 3 years... Being in Malaysia, I assume you see the various Asian economic development opportunities. One indirect way to benefit from commodities would be owning bank stock in commodity countries, such as Australian or Canadian banks. I don't know enough about the Aussie banks, but there are a number of good Canadian banks. ******

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