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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Mark Adams who wrote (15605)	10/8/2002 4:19:11 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78627

Mark Adams, I'll look at UPM. Haven't looked at other paper co's recently. In past cycle I've bought IP and WY. Only holding PCL now. (ouch) It's down to lows, with rumors that they'll cut their dividend.

To: Mark Adams who wrote (15605)	10/9/2002 8:07:22 PM
From: Mark Adams	Read Replies (1) \| Respond to of 78627

ADRs; US Investors repatriate dollars In the end, the rush to exits in the US has not transpired. And looking forward, the relapse in global growth in the third quarter of this year suggests that more net selling by US investors of foreign securities could be in the cards. On an annualized basis, US investors are on course to be net sellers of foreign securities, which would mark only the second time since 1980 that US investors have actually backed out of the global financial markets. The only other time was in 1999 -- or near the peak of the US bull market when US investors were enticed to reallocate capital to the US. Then, greed was the primary motivation for US overseas selling; this time around, it’s fear. morganstanley.com