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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (9541)7/19/2004 2:57:00 PM
From: Tommaso  Read Replies (3) | Respond to of 116555
 
I have thought about owning BHP but just can't buy everything I want.



To: mishedlo who wrote (9541)7/19/2004 9:22:30 PM
From: yard_man  Respond to of 116555
 
I take exception to this ...

>>Now, that Noranda story is worth focusing on, because what you have here is a beautiful example of the fact of skillful institutional investors, namely Brascan, saying we do not want to own these deep cyclical operations.<<

What I have seen of Brascan convinces me they are anything but skilled -- no joke. I've seen at least two very large goofs on their part in the last four years. They may be "money", but they ain't smart money, IMO.


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