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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: MWitte who wrote (31290)	4/1/2004 11:03:43 AM
From: Paul Senior	Respond to of 206092

MWitte, if by "that China exposure" you mean other Chinese oil stocks, I don't know of good PTR substitutes -- I have to defer to knowledgeable people here who might have suggestions. It's not an oil stock, but I bought a few shares of HUWHY.pk, a Chinese company which I hope will benefit greatly from its good position in controlling many shipping ports. I'm hoping that as(if?) China continues to boom it's possible that almost all the e&p companies, the transportation companies, the refiners, etc. will benefit, and I'm guessing one doesn't need to bet on Chinese oil companies themselves to profit from the boom. This is a macro call for me, and it's mostly how I'm playing it (small positions in many companies). But I'm no expert on macro calls, oil stocks, timing of purchases, etc. etc. -and I've been wrong many, many times. Paul Senior Although I might be selling more PTR, I expect I won't consider selling out completely until I read that Warren Buffett has reduced his position. I'm still watching COP from that list. Hard for me to step up now though after its recent rise of the past few days.