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

To: KyrosL who wrote (37121)	8/11/2003 10:12:15 PM
From: EL KABONG!!!	Read Replies (1) \| Respond to of 74559

KyrosL, I don't think he likes energy as much as I do. I'd disagree with you unless you are absolutely in love with energy stocks. Rogers tends to look at energy (generation) like any other commodity. Within his fund(s), he's equal weight (I think). See rogersrawmaterials.com for some inkling of what his thinking is. As I understand it, the International Commodities Index Fund is just what it purports to be, an index fund, not an actively managed fund, so energy commodities tend to be no more important than say pork belly futures, within the defined limits of the index. KJC