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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: CommanderCricket who wrote (9380)	5/1/2002 3:35:50 PM
From: Tommaso	Read Replies (1) \| Respond to of 206161

Easy. Hold LEAP puts(2004) on the major indexes. Hold LEAP (2004)calls on NEM. Play silver using PAAS. Put a lot of money into FAX, FCO, and BEGBX. Buy Canadian energy stocks such as TLM and PEO.TO. Buy natural gas stocks: BR, for example. Buy gas and oil royalty trusts such as NCN and SJT. Oil service via WG. I have some other major plays, such as resurgence of nuclear power holding high-dividend USU. Playing a possible banking and lending debacle, using LEAP puts on JPM and FNM. A number of the items above also pay generous current income. Please note the complete absence of high p/E stocks, especially any former tech or otherwise high-fliers. Note the antidollar component of many of them, especially the foreign bond funds. I have actually begun buying FCO on margin, hoping to be able to retire the margin debt with options profits. But my equity ratio is something like 75% even there.