Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Thom Calandra, CBS Marketwatch and IVAN - Exposing the TRUTH -- Ignore unavailable to you. Want to Upgrade?

To: marcos who wrote (27)	11/9/2003 3:25:15 PM
From: Sawdusty	Read Replies (1) \| Respond to of 167

No marcos, I never followed the guy, but did a search this morning, just to see what he had to say about GML. Watched a video clip, nothing profound really, just about some environmentally friendly process and that it should be a $5 stock. Not overly impressed, but I guess he has quite a following. I think C still likes IVN, has it as a hold, or take partial profits, not a bad idea given the lofty price.

To: marcos who wrote (27)	11/9/2003 7:51:00 PM
From: Snowshoe	Read Replies (1) \| Respond to of 167

Do you know of any place where Calandra's output is posted? Hi Marcos, I've been reading Calandra's regular column at CSBMarketWatch for a couple years. Bought ITRA more than a year ago on his rec, and still holding some. Lately he's been flogging the IVN/China/Mongolia connection like one of Meryl Streep's oxen on the march south to Lake Natron in "Out of Africa". You can find his columns by searching CBS-MW using his last name. However, you'll need the free sign-up to access the historical (hysterical? <g>) articles. Here's a snippet... Tremendous China gains still ahead Translation: Don't believe the bubble-sayers By Thom Calandra, CBS.MarketWatch.com Last Update: 12:59 PM ET Nov. 5, 2003 NEW YORK (CBS.MW) -- If you're selling into the China (and Mongolia) commodities rally right now, you're leaving a heap of money on the table. This is financial journalism rule No. 1 (in my book, anyway): Whenever the world's leading fiscal writers and seers start using the words "overheated" and "bubble," it's almost always because they don't own the stuff themselves. "China, and the rest of Asia, are areas you want to be buying whenever there's weakness," Marc Faber, Hong Kong-based asset manager and Swiss-trained economist, just told me. "This is tomorrow's gold." That, by the way -- "Tomorrow's Gold" -- is the name of Faber's latest book, and it's a doozy. See: Dr. Doom, we presume? The financial press -- and traditional economists -- are worried that China's booming demand for raw materials (copper, gold, nickel, steel, energy, textiles, lumber and so on) will lead to "overcapacity" and a burst bubble across Asia. Don't believe it. The melt-UP in the prices of copper, platinum, nickel, iron ore, even zinc, will benefit commodities investors, and their descendants, for a very long time. The biggest beneficiaries right now, in the world of investors, are the metals equities, and in specific instance, energy exploration companies. See: The Calandra Report. marketwatch.com