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

To: TobagoJack who wrote (37655)	9/1/2003 3:02:27 PM
From: Canuck Dave	Read Replies (1) \| Respond to of 74559

Buy more oil trusts with your Canucka-bucks, Jay. You can't lose (in the long run). There's also that "other idea" I sent you via PM. "Real Stuff". Can't lose (long term again). This chart drove it home for me so much, I've put it in my profile. murphymorris.com CD

To: TobagoJack who wrote (37655)	9/1/2003 7:18:34 PM
From: energyplay	Read Replies (1) \| Respond to of 74559

While the US was on vacation, everyone piled into Japan. See this weeks Barron's for a long article about how the selling of Japanesse equities is slowing, with both government debt and cross holdings reduced. Also, Yen is a bit up. Buying more EWJ, or a Japan mutual fund like MJFOX 9which has more Beta than Nikkei) seems to be a good move right now. For Paper gold, there is talk of Anglo American AAUK replacing Munich Re in the Dow Stoxx 50. Financials replaced with 'hard' assets. Rio Tinto and SAP are the other candidates to go in, anthother re-insureer to go out. Consider other metals - Copper - with (PD) Phelps Dodge or Nickel with (N) Inco. Might also be a good time for your favorite Vermillion - T & T beign the closest non- Canadian source of Natural gas - means a very quick trip for that expensive LNG carrier. Much shorter than Peru, Nigeria, Angola, or Indonesia. Safer than Columbia, where blowing up pipelines is now a community college course....