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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (33635)	2/24/2009 10:37:15 PM
From: Spekulatius	Read Replies (1) of 78746

RE - I also added a few more PM. now I am almost up to a full position in PM. The biggest risk I see is continued appreciation of the US$. It's part of my "kitchen pantry" portfolio where it joined UL, MO, NSRGY, PG and SNI. Well I don't really have cigarettes in my kitchen pantry, since I never smoked. I might add some booze stock as well but have not found the right vehicle yet. Food and addictions may make it through this recession as well. They did make it through post WW2 Germany where cigarettes, canned food and booze were replacing the worthless currency. If this stuff worked during times like those, they'll probably do OK in times like we have today, I'll tell myself.

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