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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (48937)	4/22/2004 9:28:16 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 74559

Jay, it's all QCOM, US$ and house, in proportions I prefer not to disclose. Ooops, some "emerging country bonds" and NZ$ too, but in too small an amount to worry about. I have NOT enjoyed the US$ experience of the last couple of years and had not planned on missing the boat, but did by a couple of weeks then foolishly hoped for a blip down, which never came, so the NZ$ just zoomed away from my planned move to that - an large opportunity foregone, but I'm sure I'll see the missed point again, in a year or three. Mqurice

To: TobagoJack who wrote (48937)	4/29/2004 3:07:14 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 74559

<Jay, it's all QCOM, US$ and house, in proportions I prefer not to disclose. Ooops, some "emerging country bonds" and NZ$ too, but in too small an amount to worry about.> Jay, I forgot about RoamAD shares [and convertible loan]. I seem to like risky stuff! Also, I have a smallish bundle of ESD bought in a moment of stupidity when I took my broker/financial advisor's suggestion to buy them with some US$ I had sloshing around over there without knowing anything about them. I shall revert to thinking for myself - it seems to work much better. I didn't realize I was taking a bet against higher interest rates and a higher dollar [duh!] for which I have been patiently waiting for years. With US$ going up [vs NZ$] and QCOM now going down, not quite as fast, I'm remaining ahead of the game. Mqurice