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

To: pezz who wrote (24404)	10/20/2002 7:06:22 AM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hi Pezz, <<God damn I wuz just getting ready to buy a new Jeep...now...I dunno>> Yes you do, like Dr Doom said, you can short these and buy that jeep;0) "Therefore, my advise is to not only sell the financial sector, which has massively outperformed the market since 2000, but to also sell homebuilding shares such as KB Homes, Beazer Homes, Ryland Group, Lennar, Toll Brothers, and Winnebago as well as retailers!" Chugs, Jay

To: pezz who wrote (24404)	10/22/2002 5:31:18 AM
From: TobagoJack	Respond to of 74559

Hello Pezz, Yesterday's Report: bought a starter stake in Sasol, a South African carbon-chemical company with technology transforming coal into petroleum, paying 4% dividend, and in negotiation with China on coal resource exploitation. Today's Report: sold my starting stake in Newcrest Mining of Australia, dumping an evil gold hedger. Purchased China National Offshore Oil Co, China Shipping, CK Life, Hutchison Whampoa, Li & Fung, Shanghai Industrial, Shangri-la Hotels, Sinopec, and Tom.com in Hong Kong. The Hong Kong shares are either new positions or “average-up” doubling of existing position at 6-8% premium to purchases of same shares a week ago. As you see, I am methodically putting my Japanese Yen loan to good use. Chugs, Jay