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

To: pezz who wrote (59353)	1/28/2005 11:57:50 AM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hello Pezz, Tonight's Report: Target rich environment in free fire zone: I shorted a blast of Sohu uk.finance.yahoo.com because I believe their accounting has issues; I shorted a wallop of Jobs uk.finance.yahoo.com because I trust their accounting is questionable; I shorted several tranches of Urban Outfitters uk.finance.yahoo.com because I think this uk.biz.yahoo.com is not what is called for. Chugs, Jay

To: pezz who wrote (59353)	1/29/2005 4:56:32 AM
From: TobagoJack	Respond to of 74559

Hello Pezz, Considering a trade, contemplating an exchange, thinking about a wager, figuring out a bet worldmarket.blogspot.com Chugs, Jay

To: pezz who wrote (59353)	1/31/2005 11:16:10 AM
From: TobagoJack	Read Replies (3) \| Respond to of 74559

Hello Pezz, Tonight's Report: In Onslaught Mode Message 20997564 , purchased enough uk.finance.yahoo.com at 20.20-20.40, to double what was already my 2nd largest postion, in support of spreading democracy and freedom to Libya Message 21000697 This Libyan oil angle, together with the European gas facet, coupled w their Canadian oil/gas goodies, and the gushing yield that royalty trust structure provides, is irresistable. Chugs, Jay

To: pezz who wrote (59353)	2/1/2005 6:59:34 PM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hello Pezz, Last Night's Report: I Last Man Standing Rampage fashion, I took down another 2 tranches of Vermilion finance.yahoo.com at 21.70, increasing overall position by 15% from the night before Message 21001002 . The rather international Canadian energy trust is behaving like a genuine player in the Death Match Arena: (a) deal machine (France in, Trinidad in/out, Neatherland in, Libya in, Australia in) (b) investment in cash machine (throwing off dividends to its deserving shareholders) (c) multi-currency hedge against fiat inflation (oil/gas is its assets, requiring no R&D, marketing, advertising / promotion, and after-sales service expenditures) (d) call option on Libyan oil It is unusual, I think, to have the management of an energy trust to be so international in outlook. The bunch appear to be deep-thinkers. I wonder if they would be so bold as to: (a) buy some oil sands (b) get back into Trinidad, but into mature NG resource (c) buy some coal (d) do some uranium Chugs, Jay