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Gold/Mining/Energy : An obscure ZIM in Africa traded Down Under -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (635)	1/15/2003 1:07:00 AM
From: lisalisalisa	Respond to of 867

Thanks so much for taking the time to reply. I think this statement you made makes a lot of sense... <<<am more enthusiastic on the oil/energy companies and less so on the auto company Brilliance. China will be flooded with car competitors and cars, so I figure it is better to stay with company that fills the cars with gas and makes the chemical/plastics that go in cars, rather than with companies that have to slug it out.>>>> The safer risk/reward play does seem to be from the energy/commodity side- plus they have the extra benefit that they seem to pay nice dividends as well. For now I have decided to track SNP, PTR, SHI and TCH (the fund) and am skipping the deflationary telecom arena. I still believe in "things" and commodities as good plays for the foreseeable future. I also view China as an up and coming super power; these two factors combined into an investment opportunity (and w/ a nice dividend) seem like a good risk reward. I really think the power of china is going to surprise many here in the west, and perhaps quicker than many imagine as well. Anyway, I will be looking to scalp on weakness, being patient, not in a hurry. If gold corrects down faster, then it will gain my attention first- and if gold runs up fast then the china plays may see some of the profits slowly gain favor in my growing portfolio...soon I hope to find the time to read through the many links on this thread. Hopefully soon, it is not a chore since I actually enjoy doing it- in this way I am lucky, but I am not so lucky as well because I can not devote as much time as I wish I could to this pursuit. appreciate your insights and commentary as always, hope things are going well... LLL