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

To: FR1 who wrote (40730)	11/3/2003 2:02:40 AM
From: TobagoJack	Respond to of 74559

Hello FR1, I sold out of my China positions in September, after what I thought was a decent gain, but before even more decency was rained upon the market place. The shares I sold and the shares I am watching are here all in my China watch list achamchen.com . I buy the shares in HK, but many are available in ADR or foreign share form in the US market. I will be buying some HK finance.yahoo.com on the open market when it starts to trade this coming Thursday as first move to re-enter China shares. I hope to play for enough of a wager that will result in both realized profit and a longer term holdings. I sold in September in attempt to circumnavigate SARS and avoid US-market induced HK equity tanking. I believe the China paper asset boom could last 24-36 additional month and will likely view any nearterm interim drubbing as a needed correction. On China shares, I have posted on this thread before, I do not like manufacturers. I like service companies that feed off manufacturers. Chugs, Jay