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

To: pezz who wrote (60365)	2/15/2005 9:40:02 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Pezz, Last Night’s Report: (a) I sold my Saskatchewan Wheat Pool finance.yahoo.com at CAD 0.485, claiming a profit of 17% looted since Message 20340721 July of 2004, adding to the 16% profits made earlier Message 19743755 ; a fair return. I believe CanuckDave and Spotted.Cat brought this to my attention. (b) I bought tranches of APF Energy finance.yahoo.com at CAD 11.75 because their short duration and highly visible assets (oil & gas) may get reinforced by some longer-life wealth (coal bed methane, or CBM) – I thank David Taikun for pointing out this possible gem; (c) I bought a few starting dollops of Deer Creek Energy finance.yahoo.com at CAD 12.5 in order to claim their long-life oil sand assets. A tip of the hat to David again for pounding the table on this one. This AM ... (d) I sold my uk.finance.yahoo.com at HKD 0.61, taking a loss of 3.2% Message 20880174 , because I am Impatient, nervous about the state of IS, and generally feeling If-ish (“III”). (e) I sold my Lumacom uk.finance.yahoo.com at AUD 12.5, taking a loss of 19% Message 20970266 because I am III. Chugs, Jay

To: pezz who wrote (60365)	2/16/2005 9:50:44 AM
From: TobagoJack	Respond to of 74559

Hello Pezz, Today's Report: I bought two tranches of AFLEASE investing.reuters.co.uk at ZAR 3.85. They own 50% of South Africa's uranium reserve, and they produce gold. Their Modder East mine has proven reserve of 770,000 oz of gold, about ZAR 2.20/share worth, and reserve should be as high as 2 mn ozs,, or ZAR 5.71/share worth. They have 12.5 mn ozs of gold-equivalent uranium, plus 6.5 mn ozs of gold as by-products of uranium mine. The uranium is worth ZAR 10-20, or so I am told. Perhaps they will find oil below their gold/uranium deposit, and the oil is pooled on top of dry coal bed methane, and anchored at each end by oil sand pile :0) ... and the whole thing is immediately adjacent to a rich vein of strawberry jam ;0) Chugs, Jay

To: pezz who wrote (60365)	2/18/2005 10:04:25 AM
From: TobagoJack	Respond to of 74559

Hello Pezz, Last Night's Report: Purchased a pile of Canadian Oil Sands finance.yahoo.com at USD 64-65. I had some dead USD sitting in an online account and I figured I better use it or will lose it. Today's Report: Purchased a few tranches of finance.yahoo.com at HKD 0.018 by executing an earlier agreed subscription, and at HKD 0.019 on the open market because one numb-nut has been unloading his pile due to unrelated financial needs, and he will likely continue to unload in the coming week, and another of his cronies may also be unloading. Them unsavory sorts are with the old regime. The bashing took 10% off my precious share price, and 2% off my NAV ! Ouch. The Onslaught has started. Chugs, Jay

To: pezz who wrote (60365)	2/18/2005 11:56:29 AM
From: TobagoJack	Read Replies (3) \| Respond to of 74559

Hello Pezz, Tonight's Report: (a) I shorted a few tranches of MBIA Inc finance.yahoo.com at USD 58.90, and (b) I shorted a few tranches of Radian finance.yahoo.com at USD 48.64 ... because I figured, after a few adrenalin pills, it is time to go on the rampage, onslaught hot pursuit, gradually, in measured steps, ... oh, I am so afraid ... but too late, I am committed now, and it is personal ;0) I am curious what a flattening yield curve will do to these beasts, and I am wondering how an inverted yield curve will do them in. Sometimes playing the market is like Judo, we must borrow the strength of the market ;0) Chugs, Jay