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

To: TobagoJack who wrote (34538)	5/31/2003 2:45:23 PM
From: Canuck Dave	Read Replies (2) \| Respond to of 74559

I know, Jay, but I still lament for my fellow man. "Always merry and bright." - Henry Miller That's me. I'm a cheery fellow. But... Oh, foolish man who came of age in the 60's. That you still dream of a world where humanity matters. Today's youth certainly doesn't seem to be making that mistake. Not their fault. It's a different world now. CD

To: TobagoJack who wrote (34538)	5/31/2003 7:04:31 PM
From: energyplay	Respond to of 74559

Asset allocation - Favored assets classes for me involve real assests - oil & gas, gold, power plants and useful utilities other metals, maybe in some point real estate. Probelm with real estate is that it is heavily loaned against, and thus it's value tends to track financial liquidity (easy money ) and the inverse of interest rates. That's not a game I want to play yet. Buying beaten down utility stocks, like RRI, MIR, WMB is that the real assest they hold will be worth more and the financial claims against those assets will be worth less. A very leveraged play, since most of the companies I am buying are up to their necks in debt. What I would avoid is any company which depedns on easily digitized IP for their revenue stream - Disney, record companies, Microsoft. Between Napster and file sharing, DVD copying, and free/ low cost open source products, these companies will be swiming upstream for many years.