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

To: TobagoJack who wrote (11062)	11/11/2001 10:51:41 PM
From: Moominoid	Respond to of 74559

My allocation position, unlike that of Abby Jo Cohen, has not changed appreciably. I do not understand where Abby gets her cash for the repeated upping of equity allocation, but I have to earn it first. Fund inflows :) Current allocation: Debt to Equity -76.36% Managed Funds (Unlisted, Australian and International) 82.98% Managed Funds (Closed End, Global long-short and currency fund) 15.01% Property (exchange traded commercial) 8.76% Stocks Long (NCP.AX, MAY.AX, SUN.AX, PDP.AX, TEL.AX, SWY etc.) 51.41% Stocks Short (KKD) -6.36% Options (puts and calls NCP and MAY) -2.77% Cash 27.34% AUD 62.01% USD 4.66% Other 33.33%

To: TobagoJack who wrote (11062)	11/12/2001 1:43:52 AM
From: Cogito Ergo Sum	Read Replies (1) \| Respond to of 74559

Hi Jay, but I have to earn it first. LOL. I've been busy earning to keep my cash % intact. Seems I've gone and put a little too much in those energy trusts, but the dividends are nice. Other than that not too much to report. Hope all is well with you and yours, regards Kastel a cute and cuddly a Canadian

To: TobagoJack who wrote (11062)	11/25/2001 3:39:27 AM
From: Maurice Winn	Read Replies (2) \| Respond to of 74559

<I had bravely tripled my earlier position in GX 2007 8.75% bonds the day after Columbus Day. My first tranche was purchased at 70 cents on the dollar about three weeks earlier, and the post-Columbus Day second tranche (tripling) was done at 19.5 cents on the dollar. I do not planned to average down again because I remember my Bangkok Bank experience during the practice run of the current script back in 1997-98, namely, there can be always another 70% down to go, mathematically speaking.> Now I'm interested and drooling. 20c on the dollar? I wonder what they are now. I bought a Tonka Truck full of Globalstar at 4.5c on the dollar and I mistype Global Crossing as Globalstar so 5c seems reasonable for Global Crossing. Note to self. Check out Global Crossing bonds. Buy them cheaper than Jay. Then laugh.... check thru sniper scope before laughing.... Mqurice [have no margin having sold plenty of Q! - didn't want to be caught in the tornado/tsunami/crossfire if Jay was right]. Down 6% year to date = worse than Jay [up 8%], but not a disaster.... considering it's supposed to be the year of the financial collapse.