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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: Taikun who wrote (28653)	4/30/2005 4:52:27 AM
From: 8bits	Respond to of 314043

While I am not really familiar with CLF although from looking at their chart I think you are correct in that they will notincrease 8x (or 5x) in the next 5 years. Other stocks such as BHP are actually only slightly higher than they were 5 years, N is up about 1.7X. RIO is certainly up a bit but I think also has to do with the return of investor confidence in Brazil. I bought BHP today and sold an at the money call for the NOV 25s. Gives me some downside protection (and a roughly 18% per anun gain if exercised) plus some dividend payout (In the past they have had two dividend payouts from April to November) I looked at your posts about the Utility funds. I am going to check them out. I purchased a closed end utility fund last year which sells at a greater than 12% discount to NAV and has 6% dividend payout: closed-endfunds.com So far a slow but steading rise. It's kind of like watching paint dry.

To: Taikun who wrote (28653)	4/30/2005 11:06:05 AM
From: Stephen O	Read Replies (1) \| Respond to of 314043

Coxe also thinks that the cyclicals will take over the leadership of the markets in the years ahead. Eventually a mania for them will develop and they will go to 25 times earnings. You see no real mention of commodities in the US or the UK in the general media. Oil only gets a mention because of the price for gasoline and how that is bad for business. In Canada we do get a lot of commodity news coverage, recently it has been all China is finished, commodities have topped, get out now. Now it's Canada's political instability. All the while these companies are sitting there cheap.