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

To: TobagoJack who wrote (59138)	1/19/2005 4:03:35 PM
From: energyplay	Read Replies (1) \| Respond to of 74559

Hi Jay - Re: nuke plants - does Siemens get a shot ? I would expect China to go for multiple sources.... On your real estate - looks like a bit of a "barbell" position - deals you need to push to get into (Macaou) and deals few people want (distressed Shanghai building). I need to look at Pezz's list - Pezz, what do you like ? I sold out my Phelps Dodge PD and WLB coal and just a small chunk of CCJ calls today - just expecting a down draft on all metals and mining the next few days. Ready to buy back in in about 3-5 days. The spread on GM General Motors junk bonds expanded. This was the start (but not the cause) of the late day sell off.