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

To: TobagoJack who wrote (18402)	4/23/2002 9:49:06 AM
From: re3	Respond to of 74559

hey Jay, i noticed that abx found a little gold !

To: TobagoJack who wrote (18402)	4/24/2002 8:00:58 PM
From: Moominoid	Read Replies (1) \| Respond to of 74559

Latest activity (been busy): Sold Looksmart on Monday. Dumped NNDS temporarily and bought ADSX for a technical bounce :) Redeemed Colonial First State Global Share Fund. Only partially hedged into Aussie Dollar and AUD is going up and their managers underperform compared with what's possible (only up 9% in AUD terms since 1 October! :P). Considering purchasing a managed futures/hedge fund product hedged into Australian Dollar and capital guaranteed called OM-IP220. Mayne Nickless totally trashed on Wednesday in Aus so I more than doubled my position. I really screwed up short-term on this one but longer term I still think prospects are good. They fired their hospital operating officer on Wednesday after lowering guidance on earnings. Doctors have been directing patients away from Mayne. Receiving some USD payments now and sending them off to Datek to fund the account. Right now nominally 78% AUD and 3% USD, 19% Other. But this is misleading as some of the "other" exposure is hedged into AUD and some AUD stocks like News and Pacific Dunlop are heavily US focused. David