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

To: pezz who wrote (31170)	4/9/2003 8:40:09 PM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hello Pezz, I am staying home on this drizzly Thursday as all I must do can be done at my computer, saving a trip to the office for Friday, perhaps a lunch here and a reflexology session there. I may move some troops around, but may simply sit the remainder of the SARS/HK economic decline story out, unless of course the shares take another 50% tumble, raising yields to 8-10% and dropping P/E to 5;0) Here is a list of HK shares I own: finance.yahoo.com finance.yahoo.com finance.yahoo.com finance.yahoo.com finance.yahoo.com finance.yahoo.com finance.yahoo.com finance.yahoo.com ... and here is a list of HK listed China shares I own ... finance.yahoo.com finance.yahoo.com finance.yahoo.com finance.yahoo.com finance.yahoo.com finance.yahoo.com Notice the PE, the yield, the prospects, and the fact that no one likes them:0) There is nothing that says they would not get to a lower bottom. Chugs, Jay

To: pezz who wrote (31170)	4/9/2003 9:41:09 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Pezz, Morning Report: Victory in Iraq is presumably done and recognized by market as such (never mind what Rumsfeld just said about long war and tough fight for northern towns). I have bought back some paper gold, bringing physical/paper precious metals up to 9.07% and reducing HKD (USD proxy) down accordingly. I have done a lot of shuffling without moving and now I am at my sleep point, I think: Cash 33.5% of gross assets (4.1% Euro, -6.9% USD, 7% AUD, 3.2% CHF, 11.4% HKD, 12.4% CAN, 1.2% Japanese Yen, 1.0% ZAR) Physical/paper Precious metals 9.1% Bonds 20.6% Rental Real Estate 22.3% Equity 14.5% ... except I worry about my Yen loan, because Message 18818901 Chugs, Jay

To: pezz who wrote (31170)	4/9/2003 10:51:35 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

News release on my Pakistan Hub Power ... Pakistan now investor-friendly country: Hubco chief RECORDER REPORT KARACHI (April 09 2003) : The Chief Executive of Hubco Power Company, Vince Harris, has said that at present Pakistan is a country well-balanced for foreign investment. He made these remarks after attending a meeting at the Governor House here. The meeting was chaired by President Pervez Musharraf and Harris was the only foreign head of a business concern representing foreign investors. He said, "Environment for foreign investment in Pakistan is more favourable than ever before. Independent power producers (IPPs) are working successfully besides playing an important role in the power sector that is adding to Pakistan's progress. The present government and the IPPs are enjoying excellent relationship." He said that the stock market was faring well as all fundamentals were showing positive trend and there was still more room for further improvement in the market. There was also remarkable improvement in the law and order situation. Harris appreciated President Pervez Musharraf for bold economic policies, and added that all credit goes to him for improved governance in the country. He said, "We are hopeful that overall condition in Pakistan will remain investor-friendly and foreign investors will be urged to invest in Pakistan." Harris said that Hubco is the largest power project listed on the stock exchange. Pakistan was lacking foreign investment, which has now improved considerably during the last three years. Hubco is very popular among village population due to its activities in health, education and environmental fields. The people also appreciate Hubco for energising the villages of Hub and Lasbella. Harris is also Chairman of Pakistan-Britain Business Advisory Group, set up last year following the visit of British Prime Minister Tony Blair to Pakistan. Copyright 2003 Business Recorder (http://www.brecorder.com)