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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: fedman who wrote (10184)	6/15/2005 8:18:36 PM
From: fedman	Respond to of 37387

Sorry, Japanese Stocks: Some were: Japan Tobacco Autobacs Seven Makita Futaba Asatsu DK Joyo Bank Matsumoto Kiyoshi Nippon Kayaku Ono Pharma Riso Kagaku Santen Pharma Shimano Yamatake Mostly Pharma, consumer goods, not a lot of electric power companies. Regarding Canadian Oil stuff there were: Tesco TEO Compton Petrol CMT Niko Res. Talisman Energy Contrary to my preconceived notions, the hedge funds tended to have an average long holding period of 12-24 months (longer for the energy focused funds). These guys are pretty much looking for the types of investments you are, though the Japanese picks above are from less aggressive hedgies who will turn down picks that don't meet some fundamental criteria, even if they are promising. Unfortuneately, I didn't get materials from the fund who was most active in Japan, as many of the other hedge funds were branching into Japan we didn't want a Japan only fund.