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

To: mishedlo who wrote (9949)	7/28/2004 1:51:51 PM
From: Tommaso	Read Replies (1) \| Respond to of 116555

Sometimes in the past I have just jumped into something I knew nothing about, and because I was totally ignorant I was able to see things without prejudice. In this case, given the enormous acceleration of economic activity in Asia, where as far as I know there are not many forests to cut down unless it should be in Siberia, it seems to me that the demand for North American lumber could remain strong for a long time. Today I bought a position in TimberWest, which exports douglas fir right off Vancouver island to Japan and elsewhere. Pays a better than 8% steady dividend through its "stapled" units (common/preferred/debenture). The stock itself is exactly where it was priced about two years ago.