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

To: Joan Osland Graffius who wrote (100479)	6/22/2004 12:13:11 AM
From: benwood	Read Replies (2) \| Respond to of 132070

I guess I've been too lazy lately to expand... dang job taking too much of my time. I can't decide yet on the commodities -- I have a small core position and I put my current 403b into NG (punted my main winter position already, d'oh), plus precious metals, bearx (not yogi, but boo-boo lately), fax & fco, plus dabbling in an oil trust, ryvnx, pcrdx, TIAA (just beats inflation), MM's (boo). Had some CHN but punted about 30% ago and plan to get back in... oh, some time. Will wait for the dust to settle, which hasn't even kicked up yet. Good job on the PCU! What food plays do you like? I haven't done anything in that arena yet and I wouldn't mind something to offset our $4 milk in Seattle <g>

To: Joan Osland Graffius who wrote (100479)	6/22/2004 10:20:44 AM
From: Bill/WA	Read Replies (1) \| Respond to of 132070

Joan, Thought I heard a blurb on Bloomberg this AM about Morgan & another house lowering there rating on the tankers (I keep the volume low for background<G>). I'm only holding VLCCF, which has definitely had a good ride. Bought it years ago around $10-$12 back when heinz mentioned it & Nordic and just been holding for the divie. Will be watching to see if this downgrade will be an opportunity to get a 'little' more. I can't see ANY reason for a downgrade. Any thoughts???