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

To: pezz who wrote (38136)	9/12/2003 6:32:40 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Pezz, Today’s Report: Today is a public holiday. The wife did wake boarding in the morning and I read about what is supposedly happening in the world – the usual, wars, financial manias, debt alerts, political instabilities, currency chaos, and the inexorably relentless rise of the one money that rules over all cash. Wife did car-driving lessons in the afternoon and I prepared for the BBQ tonight for 8 by (a) cleaning up my in-law’s yard, (b) fix up the grill, (c) purchase, collate and assemble the ingredients: - Greek salad - Baby squid, mushrooms, prawns, scallop, green pepper, and garlic on skewer - Australian steak (marinated in mix of red wine, basil, garlic, olive oil) - Wild rice cooked in green tea - Wingoonawarra Carernet Shiraz Merlot (Australia) 1999 - Ninquen Carbernet Sauvignon (Chile) 2000 - Grosset Polish Hill Riesling (Australia) 2001 - Jim Barry Watervale Riesling (Australia) 2002 - Mango slices w/ ice cream [EDIT: perhaps I should think about buying back some AUD?] <<What ??? No mention of LUM this report ??..What hoppen ?bad day? It only go up 20% of your purchase price?>> Oh, yes, and I did watch Lumacom uk.finance.yahoo.com do its usual, though at a more tepid pace, increasing in value by 77% of my original cost, now at 10.9 fold gain. I am understandably enthusiastic, because Lumacom is still a baby of a company, with most of its gains still in the future. Lum.ax is now 25% of the equity portion of my portfolio, of 5.25% of gross asset. I am not used to such concentration, but I am leaving it well alone, because I can deal with the ambiguity and not fuss with the danger, focusing on the glory that will still be, and the months and months of Pezz taunting :0) Chugs, Jay

To: pezz who wrote (38136)	9/12/2003 1:32:03 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hi Pezz, Tonight’s Report: I just finished a lovely BBQ dinner, accompanied by excellent drinks, good conversation, and enchanting music. I came back home tipsy, and did some inexplicable deeds; I bought: (a) A dollop of ASAT Holdings @ USD 1.71/shr uk.finance.yahoo.com (b) A dollop of Applied Innovation @ USD 4.52/shr uk.finance.yahoo.com (c) A dollop of Intac Intl @ 9.03/shr uk.finance.yahoo.com I have no clue what they do, nor do I believe I would ever remember their names/symbols. I am dependent on MS Money to keep track of these whatever they are;0) This style of investing, meaning the underlying strategy, is known in my part of the world as 'planting some seeds', hoping something close to flowers will pop out of the ground eventually. In military terms, I had just sent out some scout patrols, and may be some scouts will manage to return with prisoners. Chugs, Jay