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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area
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To: Joe Dancy who wrote (29779)7/3/2007 8:27:24 PM
From: FIFO_kid2  Read Replies (1) of 37387
 
Joe- I wish I could share more of them but it appears you are strictly picking stocks on American exchanges and I have been much more active on international exchanges (mainly Canada and the UK) because I don't like dollar based assets anymore. So far the strategy has worked for me. The only US stock I have recently picked up shares in the past month is GEHL mainly because dairy prices have strengthened and GEHL has more exposure to those markets. I think they will surprise and I don't think the stock has quite the following at this point.

Actually I am more of a follower of the macroeconomic pricing of goods and services and then using it to a database of stocks.

Over the last year I have been a net buyer of only 5 stocks on the US exchanges TRA CAS CALM GAI and GEHL and the rest of my U.S exchange stocks that I own the position has either been maintained or reduced.

My preoccupation with overseas markets cost however
me a big opportunity on the extremely high refinery spread which got me upset because I have always been a past big follower of the spread.

I have been sharing names like Altius Minerals, Quadra Mining, Tamerlane Ventures, Khan Resources, Mart Resources and of course everybody's standby Heritage Oil which is my largest position by far. Hope I can make you a convert because liquidity surprisingly isn't impaired with these stocks.
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