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

To: TobagoJack who wrote (32645)	4/29/2003 10:13:06 AM
From: smolejv@gmx.net	Respond to of 74559

Hi Jay re >>which do you own, watching to buy, staying away from?<< I dont own anything and dont have any buy levels ready. But, given my record, you could use me as a contraindicator. What about Allianz and Munich Re? They got bombed down so much, you would think it's NAZ. That's what you get when you have to put your float into Germany AG ...DCX has a fat decent dividend... I would hesitate with TUI - tourism... The chemistry is doing relatively fine - if one forgets LipoBay... >>What is the why/how/if/when of Germany following in path of Japan in a 12 year drip drip drip ...<< I'll need some time to work on that. It's different but there's similarities (relatively high savings rate, aging population) Still (a warning to myself) if the only thing I can think about is a K-winter (or whatever one prefers to tack on it), everything will sound "drip drip bust drip drip" to me...