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

To: Perspective who wrote (2217)	6/9/2003 1:43:20 PM
From: NOW	Read Replies (1) \| Respond to of 4905

whats the load on them BC?

To: Perspective who wrote (2217)	6/9/2003 2:03:47 PM
From: Wyätt Gwyön	Respond to of 4905

Jim Rogers has a commodity fund that has done well. i believe they just buy futures of a basket of commodities. that might be one to investigate, although you might need a registered investment advisor to purchase it. rogersrawmaterials.com personally, i have a heavy weighting towards gas and oil cos because i believe there is a mammoth energy crisis building over the next two decades (again, the energy stocks alone accounted for all the profit growth in the SPX over the last year--that stat was bandied about quite a bit around March of this year). other than energy and gold, i don't have any sectors where i take a "shotgun approach" and invest in just about anything. i prefer the shotgun for bullish sectors (e.g., i have 58 energy stocks, mostly accumulated in early spring during the selloff leading up to the Iraq war, and of these, 57 are profitable--now that's what i call a bullish sector!). outside those sectors, i have a few value stocks of various stripes (usually located outside the US) that have generally done well. for example, i bought Erste Bank (EBKOF) at the beginning of the year on Felix Zulauf's reco in Barron's, and it's up about 37% thanks in part to the Euro appreciation. Faber has recommended various commodity-related stocks. two of his favorite picks from last year, Argentine commodity plays IRS and CRESY, have done quite well.

To: Perspective who wrote (2217)	6/9/2003 2:18:48 PM
From: KyrosL	Read Replies (1) \| Respond to of 4905

In addition to energy and PMs, one other way to play the future inflation theme would be to buy the Rydex Juno fund which tracks the inverse of the long Treasury bond.

To: Perspective who wrote (2217)	6/9/2003 2:20:58 PM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 4905

bobcor, You could look at Oppenheimers Real Asset fund QRACX. It is expensive. I have started accumulating the fund. As of February 28, 2003, the Fund had outstanding futures contracts as follows: Contract Description Expiration Dates Contracts Valuation as of 28 Feb 2003 Unrealized Appreciation(Depreciation) Agriculture Corn 5/14/03-9/12/03 353 $4,135,612 $ -88,875 Cotton No. 2 7/9/2003 42 1,240,050 22,475 Soybean 7/14/2003 690 19,811,625 388,125 Wheat 5/20/03-7/14/03 960 14,762,188 -818,125 Energy Brent Crude Oil 4/15/2003 705 22,433,100 365,080 Crude 0il 3/20/03-4/22/03 1,374 50,067,150 2,712,770 Gas 0il 4/10/2003 250 7,537,500 522,300 Heating 0il 3/31/03-4/30/03 354 14,962,433 700,917 Natural Gas 3/27/03-4/28/03 342 26,284,420 6,676,770 Unleaded Gasoline 3/31/2003 315 14,612,535 449,169 Livestock Feeder Cattle 5/23/2003 27 1,043,213 -23,950 Lean Hogs 6/13/2003 290 7,345,700 -141,240 Live Cattle 4/30/2003 112 3,396,960 -142,390 Industrial Metals Copper 5/28/2003 1,073,875 -23,375 London Metals Aluminum High Grade 6/18/03-7/16/03 55 1,950,313 -3,187 London Metals Exchange Lead 7/15/2003 10 118,063 563 London Metals Exchange Zinc 7/16/2003 10 206,063 -438 Precious Metals Gold (100 oz) 6/26/2003 78 2,738,580 -83,140 Platinum 4/25/2003 26 874,250 31,850 Silver 5/28/2003 10 230,000 -2,750 Softs Cocoa 5/14/2003 77 1,566,180 -187,820 Sugar No 11 4/30/2003 282 2,668,848 -4,816 Governments U.S. Long Bonds 6/19/2003 16 1,831,500 20,874 U.S. Treasury Notes 10 Yr 6/19/2003 18 2,076,750 18,844 10,389,63i Contracts to Sell Commodities Agriculture Coffee 5/19/2003 17 377,080 30,919 Orange Juice 5/9/2003 31 393,622 28,598 Soybean 5/14/2003 586 16,847,500 -205,550 Wheat 5/14/2003 518 8,035,475 504,500 Livestock Lean Hogs 4/14/2003 254 5,542,280 463,800 Governments US. Treasury Notes 2 Yr 6/26/2003 246 52,970,719 -65,344 U.S. Treasury Notes 5 Yr 6/19/2003 319 36,271,297 -112,595

To: Perspective who wrote (2217)	6/9/2003 11:54:48 PM
From: TobagoJack	Read Replies (1) \| Respond to of 4905

bobcor, <<I want to own things that track labor, energy, and raw materials...>> Consider A to Z: - Argentine real estate uk.finance.yahoo.com and uk.finance.yahoo.com (in the contest of the uglies, that country is looking good) - adopting some kids to add to own - buy some thing with veggie garden from this service here realestatedirectory.com - buy Canandian and US energy royalties - old age matter such as uk.finance.yahoo.com - new age stuff like uk.finance.yahoo.com - Japanese real estate shares uk.finance.yahoo.com (since all the printing will float all the boats, and it is not as if the Yen will devalue sharply against the USD) - as well as energy that can be defended by host country without risk of externally generated regime change impetus uk.finance.yahoo.com and uk.finance.yahoo.com - Zimbabwe regime change wager uk.finance.yahoo.com All the sexy talk on this thread about impending doom and imminent collapse got me exercised;0) Chugs, Jay