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Strategies & Market Trends : Heinz Blasnik- Views You Can Use -- Ignore unavailable to you. Want to Upgrade?

To: lisalisalisa who wrote (53)	4/10/2003 4:19:56 AM
From: TobagoJack	Read Replies (1) \| Respond to of 4914

Hello LLL, Appreciate the list of yours. I could get interested in the natural gas operations should the debt load be at manageable levels. I have owned CRESY and IRS since October 2002 and had added to the positions in January of this year. They have done nicely since October. I speak from my Thailand implosion adventure experience, that the beaten down emerging market seem to recover in spurts based on local buying, and then go quiescent for long periods in between times, waiting for int'l moneybags to show up and ramp the market. My sense, FWIW, is that these beaten-down shares ought to be accumulated slowly, in digestible morsels, else one gets either impatient and end up in a panic buy situation, or careless (same difference), and end up in the soup. Also, bottom fishing has other dangers ... Message 18822243 ... but sometimes work out very well ... Message 18603576 If you feel safe amidst disasters, can choose to watch these located in SARS central ... Message 18821329 Heinz spoke of impending worsening of Japan disaster and that it may provide opportunities. I am excited. I already own a starting stake in the first three of the following Japanese shares, bought with Japanese Yen loan. I am in debt to some of the Japanese retirees, and am hoping that I do not have to pay them a positive return;0) Mitsubishi Estate quote.yahoo.co.jp or quote.bloomberg.com Mitsubishi Tokyo Financial Group quote.yahoo.co.jp quote.bloomberg.com NTT Docomo quote.yahoo.co.jp quote.bloomberg.com Aida Engineering quote.yahoo.co.jp Daiichi Pharmaceutical quote.yahoo.co.jp Furukawa Electric quote.yahoo.co.jp or quote.bloomberg.com Okumura Construction quote.yahoo.co.jp Ono Pharmaceutical quote.yahoo.co.jp Sony quote.yahoo.co.jp or quote.bloomberg.com Option pcquote.com. Toyota Motors quote.yahoo.co.jp or quote.bloomberg.com Option pcquote.com. Chugs, Jay

To: lisalisalisa who wrote (53)	4/10/2003 8:13:13 AM
From: Box-By-The-Riviera™	Read Replies (1) \| Respond to of 4914

thanks for the list.