Mike:
Given the commentary in the Gold Eagle area, have you re-thought your ideas on CEF's in Asia, I know at one time, you liked ROC and APF but after having read some of the articles at this sight, I am not so sure. Since I do not have access to overall country debt and overall country GDP, it is difficult to analyze a country like you may a company. That being said, I would appreciate your commentary
Also, since I have no exposure to hard assets or companies with hard assets, ie mining/gold/natural resource etc, what do you like now. I list pointing me in the right direction would be great, I can do my own due diligence.
Lastly, you mentioned that the PC makers have been taking it on the chin ? The only one that has it on the chin in its stock price seems to be muei. GTW, Dell, CPQ etc seem to be at or near all time highs. Dell is absolutely amazing (and in my opinion) way overpriced, but I guess so is AOL, BEN, TROW etc. |
