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

To: pezz who wrote (33640)	5/13/2003 8:06:22 PM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hello Pezz, Interim Progress Report: (a) YTD NAV gain at 4.9%, and thus approx. 8.7% on actively managed portion of gross assets. The momentum continues to be good, with currencies running right, gold stirring up, and non-US stocks edging forward; The conditions in geopolitics, economics, and demographics continue to be supportive; (b) I must make decision soon about whether to switch my JPY cash to USD or other currency; Chugs, Jay

To: pezz who wrote (33640)	5/14/2003 4:14:40 AM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hello Pezz, Today’s Report: I sold my CK Life finance.yahoo.com position at HKD 1.70. It was bought for 1.38/shr at this time Message 18141229 (October 22nd, 2002), thus netting 23% over 7 months. Not fantastic, but will do in the mean time. The company has no substance, by is controlled by the Li Kai-shen’s family, and as usual, his companies gets a price boost with regularity. They supposedly will be launching some potion that strengthens the immune system. Probably some vitamin C pills ;0) Chugs, Jay