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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Tommaso who wrote (100044)	12/21/2003 2:44:21 PM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 132070

Tommaso, I think the Oppenheimer fund has a heavier weight in energy than the Pimco fund. As you may know I think owning both will give one better coverage. I wonder which one of these guys is in orange juice, coffee and sugar. Both Jimmy Rogers and Marc Faber are telling us these commodities will have big gains going forward. It does not sound like the gains will be instant, but over time these should get some nice multiples. I guess there is blood in the streets in Brazil as they are cutting down the coffee trees and planting soy beans. Let me know if you ever find an annual report from the Pimco folks.