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Gold/Mining/Energy : Precious and Base Metal Investing -- Ignore unavailable to you. Want to Upgrade?


To: peter snowdon who wrote (8897)3/19/2003 7:21:54 AM
From: russwinter  Read Replies (2) | Respond to of 39344
 
<how do you see ways to enter that specific market?>

Obviously it's early right now, as China could get badly hit by an ABOB energy spike. In metals, I'm using IVN already. PTR is a good energy stock in it's own right. There are several China closed end funds already trading at large NAV discounts such as GCH. Those interested in the China play after the fallout, should read Marc Faber's book. Here's some of his picks:
Message 18531243
gloomboomdoom.com
I'm fairly early on my learning curve on individual stocks. Active thread here:http://www.siliconinvestor.com/subject.aspx?subjectid=53540



To: peter snowdon who wrote (8897)3/19/2003 7:33:20 AM
From: jimsioi  Respond to of 39344
 
GCH vs CHN for China

CHN I think you'll find outperforms GCH...I think the managers of the CHN take less of an index approach and are geared more to the best performing groups. The relative price indicator on the accompanying chart reveals the difference in performance....CHN ought to make new highs here today.

stockcharts.com[l,a]dacayiay[dd][pc20!c200!c50][vc60][iLj[gch]!Ll14!Ug!Lb8!Lh14,3!Ll14!La12,26,9]&pref=G

Like to see IVANHOE get in gear....very low volume yesterday,,,