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

To: pezz who wrote (25703)	11/25/2002 3:01:03 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Pezz, Today's Report: Sold the wallop of Tom.com purchased at this point Message 18190701 at average price of HK$ 2.175, scoring 11% gain over 21 days, or 191% annualized. Tom.com purchased before this date is kept for rainy day. Sold all Bank of China shares purchased at this point Message 18036867 at average price of HK$ 8.3, scoring 6.4% over 2 months, or 38% annualized. I am thus all out of Bank of China, rainy day or not. I will be buying these shares back upon the sounds of first tranche of smart or wallop of dumb bombs. I was tempted to sell some paper gold today, but held off. No reasons, just a feel, perhaps wrong, possibly greed, certainly not enough fear. Chugs, Jay

To: pezz who wrote (25703)	11/25/2002 10:32:28 AM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hello Pezz, Tonight's Report: (a) sold portion of AOL that is not committed to covered call Message 17792616 at gain of 73% or 219% annualized; (b) closed short position of Comcast January Put 12.5 at 0.2/shr, Message 17692905 , netting 1.10/shr of premium profit; (c) closed short Verizon January Put 25 at 0.2/shr, Message 17738443 , netting 1.54/shr of premium profit; and (d) harvested the entire position of UNT at 17.42/shr, Message 17738578 , netting about 10% gain, or 30% annualized. Never did get around to DDing UNT. Chugs, Jay

To: pezz who wrote (25703)	11/26/2002 7:29:05 AM
From: TobagoJack	Respond to of 74559

Hi Pezz, Today's Report: (a) positioned more USD and HKD within striking distance of paper gold in the same wrap account, hoping that gold will tumble on seemingly insatiable interest in US stock ramporama; (b) considering this stock quamnet.com that took a 90+% humbling today. I have no clue what it does for a living, but I may buy some after it resumes trading, or may not;0) The story is quamnet.com QUOTE STOCK ALERT - Heshun Specialised sharply lower on shrholder finances rumours Nov 26, 2002 - 12:45:06 HKT AFX-ASIA HONG KONG (AFX-ASIA) - Heshun Specialised Fibre Holdings Ltd (285.HK) was sharply lower amid market talk that an unidentified major shareholder is in serious financial difficulty, dealers said. Heshun closed the morning down 1.121 hkd or 92.64 pct at 0.089 hkd on trade of 148.03 mln shares. "There were rumours that an unnamed major shareholder has pledged its equity interest in the company as collateral," a dealer with a local brokerage said. He said stop-loss activity was substantial in the company's shares this morning. Heshun is a "private chip", a listed China-based company with no backing from the government. It sells, produces and distributes chemical fibre products. UNQUOTE Chugs, Jay

To: pezz who wrote (25703)	11/26/2002 11:06:25 PM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hello Pezz, Today's Report: (a) Purchase a wallop (meaning full fill of) Hopewell Holdings quamnet.com at HK$ 5.15/shr ... because they are not well covered by the financial houses, their highways (in process of being spun-off) in China are worth more than their stock capitalization, and they have just replaced some 10% debt with 5% debt, with the difference going to the equity holders, and, yes, their technicals look OK. They are available in the US quote.bloomberg.com quote.bloomberg.com I am hoping to unload before Xmas, as the company is not a LTBH, nor is it on my Watch List. Chugs, Jay

To: pezz who wrote (25703)	11/27/2002 3:12:04 AM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hello Pezz, Late Afternoon's Report: Purchased a starting stake in Vestas Wind Energy Systems vestas.com at around 99-100 Danish Kroner on its primary Copenhagen stock exchange denominated in a currency I know nothing about (I in fact did not even know it still existed:9). It is available in the US quote.bloomberg.com It has around 30% of the world's windmill market, and is waiting on the American Congress to make it rich. It is new tech, earns a profit (4.19 PE), pays a 1.5% dividend, and has crashed 65% from its 52 week high. It's chart since 1998 looks like a Dot.Com, you know, bell shaped, symmetrical:0) Chugs, Jay References Message 18278984 Message 18278980 quote.bloomberg.com 11/27 02:05 Vestas Cuts 2002, 2003 Sales Forecasts on Slowing U.S. Demand By Jakob Risom Copenhagen, Nov. 27 (Bloomberg) -- Vestas Wind Systems A/S, the world's No.1 maker of windmills, cut its forecast for sales growth this year and next on expectations U.S. demand will slow as Congress so far has failed to extend a production subsidy and agree on an energy bill. Vestas expects sales this year of 1.3 billion euros ($1.29 billion), down from a previous estimate of as much as 1.5 billion euros. The company sees 2003 sales of as much as 1.8 billion euros from previous expectations of as much as 2.2 billion euros, the company said on their Web site. This year U.S. customers have been delaying orders after Congress so far has failed to extend a production subsidy and agree on an energy bill that may include a requirement that electric utilities use 10 percent of their power from renewable sources such as wind and solar energy. ``The clarification has now been postponed several times,'' Vestas said. ``Consequently, the American customers have had to postpone their plans.''

To: pezz who wrote (25703)	11/27/2002 3:36:28 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Pezz, Late Afternoon Report again: I have just received confirmation from broker on Vestas at Danish money 70. It had crashed again between order, local currency account setup and order execution. I feel strange, like just having survived a sniper attack. I think I will celebrate by peeing viciously. Chugs, Jay