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To: Knighty Tin who wrote (283678)	4/10/2004 10:02:20 PM
From: Knighty Tin	Respond to of 436258

Comments on Barron's and Fortune. Neither issue deserves even a mini review. 1. There is a long overdue article questioning analyst scrutiny of the Omaha flim-flam called Berkshire-Hathaway. It is the first time I've seen anything negative about this Wall Street icon. BTW, the guy likes Warren. He just thinks investors aren't really paying attention to what Berkshire Hathaway is. 2. Asian Trader makes an uncharacteristically weak case for poor demand for memory chips. Japan is back to AAA. 3. The Commodities Corner touted everything fleshy due to The Atkins Diet. Live Cattle, Live Hogs, and even Tyson and Smithfield. 4. The mutual fund section was interesting. Gold funds still pepper the worst fund lists for 10 and 15 year performance. Comment: They either suck or they haven't had their full turn in the barrel yet. Fortune is usually a pos, with an occasional jewel. They've got a glittering jewel in the latest issue, hidden back on page 141. "Hot Commodities." Love the title. So, how do you play it after they've rallied so much? Buy the cheap ones. Number one with a bullet, orange juice. They also like coffee, aluminum, lead and zinc. No, I didn't write the article. So, neither issue carries a buy rating, but there are some intesting items.