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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (6876)	1/28/2004 2:11:32 PM
From: perg84	Read Replies (1) \| Respond to of 109086

sold VTS @ 13.19 bgt GSS @5.75 eom

To: Jim Willie CB who wrote (6876)	1/28/2004 4:34:53 PM
From: jimsioi	Read Replies (1) \| Respond to of 109086

JimW, fine article by Auerback Deserves some extended study. Little hard to put the thoughts into timing practice with regards to NR investments though longer term and especially at lower levels PM and energy would seem buys until such time as the deflationary effects kick in... Is that your conclusion...?