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

To: ild who wrote (19167)5/19/2002 6:12:26 PM
From: Joan Osland Graffius  Respond to of 74559
 
ild,

Russia was a heck of a speculative play in 1998 and those folks that invested have done very well. Agree with you that now is not the time to chase this one.

I also sold my JOF - paying a premium is not my style either.

Right now I do not have anything on my radar screen except for Ireland. Sorry I do not have the URL, but Ireland is expected to be the fastest growth country in the EU. It is also expected to have a slightly higher inflation than other countries. Last time I looked the CEF was trading at a very nice discount.

Joan



To: ild who wrote (19167)5/19/2002 7:31:30 PM
From: TobagoJack  Read Replies (1) | Respond to of 74559
 
ild, <<Do you know anyone who liked Russia back then?>> Marc Faber, shortly after the 1998 Financial Storm-lette, liked some clove cigarette company Indonesia and Russian oil/gas. He at the time said something about Lukoil had 100x Exxon's reserve and was at 2% of its mkt cap. These were not the numbers but that was my impression:0)

gloomboomdoom.com

Chugs, Jay


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