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Politics : Welcome to Slider's Dugout -- Ignore unavailable to you. Want to Upgrade?

To: ItsAllCyclical who wrote (395)	8/12/2005 9:48:48 PM
From: SliderOnTheBlack	Read Replies (1) \| Respond to of 50651

IAC... Palladium just recently came on my radar screen. Yes, I did see the FSO Article... thanks for the other links. In the past, I've only followed the Palladium story periphially, but was looking forward to the "opportunity" to sell some goldshares into a nice rally... and obviously we got that opportunity. I always try to have 5,6 "idea's" in the hopper to replace exits from other Trades.... Palladium popped up on the Radar Screen and on a price/value basis, it resembles the price environment for Gold @ $255 in late 2000. stockcharts.com[d,a]daclynay[d19980812,20050812][pf][iut!lj[$plat]][J56920576,Y]&listNum=2 I would think that $PALL would have to be one of the great "value" play's on the entire China/India "longterm" story. Platinum inventories are being worked off...and it's virtually a "no-brainer" bet that "Incremental Substitution" (one of my favorite trading theme's) begins on a "when, not if" basis... vis a vis Platinum in Catalytic Converters etc. This pop in Platinum only raises the "reward" component and reduces the "risk" component. Passes all the smell test's as a value play, as a commodity laggard, as a contrarian play, as an "incremental substitution" trade and as a very CHEAP play on China & India on a Longterm basis...may only require a bit of patience. I like it... am establishing positions now... and WILL add on weakness. Thanks... Good Luck with it. Slider