Chris, I like lots of CEFs, including: Chile, First Australia, Southern Africa, Morgan Stanley Asia, Morgan Stanley Africa, Latin Discovery, H&Q Health Sciences, Asia Pacific, MOrgan Stanley Russia (take a Bromo first <G>), Fidelity Advisors Korea, First Philippines, et. al. It isn't hard to find lots of cheap stuff overseas. I am waiting for devaluations before buying China or Brazil. I also like Van Kampen American Capital Convertible Securities as a low risk way to stay invested in the USA. Caveat, I used to manage that one for a few weeks.
Outside of the tech area, I love puts on banks, FTU is my current favorite, mortgage hedge funds, Fannie Mae and Freddie Mac, brokers, Chuckie Schwab being my favorite, Dopers, with Warner Lambert #1, Home Depot, Walmart, and Jefferson Pilot. I don't have puts on all of these right now, but they are on my list on big up moves.
I also like Impala and Newmont in precious metals and Haliburton as a driller you didn't mention.
MB
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