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

To: pezz who wrote (33896)	5/18/2003 7:29:56 PM
From: EL KABONG!!!	Read Replies (1) \| Respond to of 74559

Hi pezz, Probably be here for about a week lookin for a place to live. You might want to check out the Cheney spread. Perhaps you could rent out a room or two while they're in Washington, DC... <g> KJC

To: pezz who wrote (33896)	5/18/2003 11:19:48 PM
From: LLCF	Read Replies (1) \| Respond to of 74559

<Friday's report comes from Jackson's hole via an Internet Cafe.....This place in more trendy than I thought.> Many 'stars' hanging out there... and i banker types. DAK

To: pezz who wrote (33896)	5/18/2003 11:47:56 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Pezz, Today’s Report: (a) Sold entire position of Tom.Com at HKD 2.30. It was bought at this point for HKD 1.80 http://www.siliconinvestor.com/readmsg.aspx?msgid=18141229 October 22nd, 2002 … bought … Tom.com in Hong Kong … thus actualizing a 28% gain over an elapsed time of 7 months. Tom.Com is another of Mr. Li Kai-shen’s companies, just like CK Life which I sold at 23% profit over same holding period http://www.siliconinvestor.com/readmsg.aspx?msgid=18942068 May 14th, 2003 Neither of these two companies has any substance, prospect, or work, but they are good for an annual visit. It is, mathematically speaking, just as if one invests in a real company that generates genuine dividends;0) (b) <<Don't you ever work?>> Yes, I do, but only when there is work to be done, as opposed to “let’s look as if I am working busy work”. In the meantime, I am watching today’s exciting episode of “GUDD - Gold Up Dollar Down”, along with everything else up and dollar down. I am digging into the annual reports of SJT and HGT today, with a lunch break, barber shop visit, and then probably a swim, followed by more digging. I think tonight may be a GUDD night, and so will spend a little time watching the action. (c) <<lookin for a place to live>> … consider charging the down payment on the Visa card, and pay off the Visa balance by shorting some naked calls on big caps, and selling some naked puts on gold miners. This is how you can get a house for free:0) (d) <<Friday I bought back 60% of that SMSI (I sold Thursday for 4.90) for 3.49 ... Ya see that's idea you're suppose to buy it back for LESS than ya sell it for 8^)>> … most cruel cut;0) Ok, I think your timing is off on this trade. Chugs, Jay

To: pezz who wrote (33896)	5/19/2003 12:15:32 AM
From: elmatador	Respond to of 74559

Japan nationalizes its first bank: Resona By David Pilling and David Ibison Published: May 18 2003 16:10 \| Last Updated: May 18 2003 16:10 Japanese markets will be braced for turmoil on Monday after the government invoked emergency legislation on the weekend to bail out Resona, effectively nationalising news.ft.com As predicted by Elmat :-) Message 18266803 In three years time will be telecoms, public utilities, banks, oil...

To: pezz who wrote (33896)	5/19/2003 10:07:15 PM
From: TobagoJack	Respond to of 74559

Good Morning Pezz, I am pretending to work at home today, instead of faking work at the office. So, it will be a day of swimming, model making for HGT and SJT, and snacking on Italian olives, German Brie cheese, English crackers, Philippine mango salad, and sipping French Chateau Pouget Margaux ’83 (I know nothing about wine, only vague and clouded memories of wine tasting course at the hotel school in my university during my foolish days of, well, actually, wine, cheese, and lucking out on exams:0). CB is right, economic depressions are quite enjoyable, certainly relaxing, so far, up to a point, while waiting for the economic barbarians to show up at the gate, and global equalization to appear in the back yard porch;0) Last Night’s Report: I have accidentally reduced my energy trust allocation from 15% down to 13% of stock allocation by … (a) Selling half of my US-traded Enerplus Message 18253310 at USD 23.08/unit, and having collected USD 0.76/unit of distributions, realizing 39% gain over 6 months; (b) Selling half of my US-traded NCE Petrofund Message 18381801 at USD 8.25/unit, and having collected USD 0.41/unit of distributions, realized 24% gain over 5 months; © Selling all of my US-traded Pengrowth Energy Message 18895990 at USD 11.35/unit, and having collected I do not yet know what if any distributions, realized at least 14% gain over 20 days:0) (d) Selling half of my US-traded Prime West Message 18381801 at USD 20.3/unit, and having collected USD 0.32/unit of distributions, realizing 28% gain over 5 months; (e) Selling all of my US-traded Provident Energy Message 18895990 at USD 8.55/unit, and having collected I do not yet know what if any distributions, realized at least 16% gain over 20 days; … and … (f) Failing to buy above to add to my Toronto-traded positions due to having forgotten the Queen; I have also done the following out of desire to ‘do something tactical and something else strategic’: (f) Bought some Genentech uk.finance.yahoo.com at the newly inflated momo price of USD 53.79, wanting to feel participative; (g) Got rid of my US 11.04 and 11.05 treasury strips via the New York market; (h) Sold short a dollop of British Petroleum January covered calls for USD 3.00/shr, continuing this trade … http://www.siliconinvestor.com/readmsg.aspx?msgid=18465553 January 20th, 2003 … I got putted a bouquet of British Petroleum shares at USD 40/shr, slightly higher than current market price of USD 39/shr. As my puts were shorted at USD 2/shr ( Message 17738578 July 15th, 2002), I am ahead by USD 1, and will probably write calls against newly acquired shares while wait for Maurice’s dream to come true (oil at USD 2/barrel) Chugs, Jay

To: pezz who wrote (33896)	5/20/2003 12:49:00 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Good afternoon Pezz, Afternoon Report: Converted more USD to CAD, sending my USD allocation further into negative scape, since Secretary Snow had said it is OK to kick the USD when it is down and that he will not fight back;0) Pile in, it is the looting of the new millennium. Chugs, Jay

To: pezz who wrote (33896)	5/20/2003 10:32:32 AM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hello Pezz, Night Report: I bought … (a) Another dollop of Vermilion at CAD 12.99 uk.finance.yahoo.com (b) Same again for Hugoton at USD 16.05 uk.finance.yahoo.com (c ) Same once more for San Juan at USD 16.35 uk.finance.yahoo.com (d) I think I must start exiting the AUD party, but must simultaneously decide where to ‘bar hop’ to next. Chugs, Jay

To: pezz who wrote (33896)	5/21/2003 1:44:00 AM
From: TobagoJack	Read Replies (3) \| Respond to of 74559

Hello Pezz, Today’ Mid-Day Report: (a) Sold China Shipping finance.yahoo.com at HKD 2.325, bought here Message 18113247 and here Message 18141229 , thus realizing 48% gain over a 7 excruciatingly care-free months. I am figuring on buying back samo samo around October of this year, again and once more, in time for collecting on capital gains next year at the same time, yet again. I cannot honestly say I know what to do with the resulting HKD proceeds, since it is tagged to the USD and therefore as suspect as toxic waste stirred into ox tail stew ;0) Did you happen to notice that my idol, Soros Message 16170508 , is negative on the same USD that Maurice holds so dear? Soros specifically said he listened to Treasury Secretary Snow’s instruction on piling on the Dollar rout. Maurice said he suspects the Treasury Secretary is being disingenuous when calling for kicking the USD while it is down. OT, even though the great Soros did not act upon this Message 16025306 , the action advised has happened, to a degree, in a manner of speaking, and will no doubt, as in no question, continue along the trajectory outlined:0) (b) Bought another wallop of paper gold certificates with HKD cash. It seems a perfectly natural trade, because Secretary Snow said it was OK to pile on. I of course already have a substantial position in the physical and paper manifestations of perfection, but, presumably as in an orgy, too much is never enough ;0) I think, as far as I am concerned, in order to prevent deflation of my portfolio, the benighted Maestro Greensputin and the mad Professor Bernankaput can simply jam the printing press on the full-on position, so that we can have some real excitement. (c) Oops, almost forgot, I exchanged more HKD for less CAD, mad cow or insane pig not with standing. Chugs, Jay