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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: pezz who wrote (5216)	6/23/2001 10:42:34 PM
From: TobagoJack	Read Replies (3) \| Respond to of 74559

Hi Pezz, I just spent a few hours talking to folks, going through Bloomberg and brokers reports (yes, I still use them) and I have discovered a whole bunch of fascinatingly inexpensive “Global 1000” company shares priced at around 0.5-1.5 x book, 5-8 x earnings, 8-10 x cash flow, 5-10 % secure dividend, 15-20% projected growth, less than 30% leveraged, denominated in a mix of currencies, located in a mix of tax regimes, ruled over by different governments, across different time zones, focusing on different industries. I have also chanced upon a multitude of riveting-ly delicious corporate bonds rated AA or better, yielding 18% and higher, again in different currency denominations. And I am having some realty agents scouring for possible bid opportunities on well-located properties in thriving or otherwise attractive locales without fussy paperwork requirements yielding 10-12%. I intend to take no more than 6 months to allocate my NAV across a mix of above mentioned assets / counters / scripts / chips, after which I will take it a little easier and make sure I no longer have to answer e-mails before noon each and every day. Oops, that was a vision in incubation. None-the-less, you may have an interest in these opportunities when they arise, and if so, you know what you must do now;0) There are a few words in your message I felt compelled to shy away from … <<Stocks>> <<Permanently>> <<High>> <<Plateau>> … because I had learnt that stocks are not forever, nothing is permanent, high is dangerous, and the other side of a plateau is generally a cliff. Musings from Jay on a long weekend, right before a BBQ in a garden, to be followed by another long weekend next week (liberation day from the English). Chugs, Jay