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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (791)	9/23/2005 11:14:01 PM
From: Taikun	Read Replies (2) \| Respond to of 219921

Agree mostly. On weakness I want to add these oil sands: OPC, IMO, SU, PBG, CLL <Ignore japan equity> I bought MTF, parent of Bank of Tokyo Mitsubishi. Before the merger that created Mizuho this was the largest bank globally and it is still better run than Mizuho (I know some Mizuho people) since MTF was a merger of 2 banks (Tokyo & Mitsubishi) which has integrated the last 10yrs since 1996. Mizuho has only been 4 yrs and was 3 banks. My MTF position is meant to capture the privatisation of the post office, up 20% on I like IIJI as a play on RFID. IIJI to do Japan IPO, spec. I bought NTT as a fairly cheap telecom play. I bought JOF, a Japan small equity fund. I made a bundle on FJSCX, the Fidelity Small Cap Fund and wile I paid a premium for JOF, I eventually realized there is a dearth of funds available to play Japan small caps. Maybe JOF and Fidelity and one or two others.

To: TobagoJack who wrote (791)	9/24/2005 5:03:51 AM
From: Maurice Winn	Read Replies (3) \| Respond to of 219921

Sell gold. People are panicking on US spending and what it means for US$. Sell oil. People have joined the Peak Oil cult and know the end is nigh. It is not. Buy a 3G device. Being part of the future is a good thing. Get Google on the hoof. Buy used SUVs. People must be dumping them at any price in frustration. Sell houses. They are too expensive compared with incomes and rents, and interest rates have to rise more. Sell NZ$. At US70c it is way higher than US50c or US40c where it used to be and where it belongs. Mqurice

To: TobagoJack who wrote (791)	9/24/2005 10:53:37 AM
From: Square_Dealings	Read Replies (1) \| Respond to of 219921

zsvideo.com

To: TobagoJack who wrote (791)	9/27/2005 4:11:20 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 219921

Skids under NZ$ as spending blowout exceeds income. Buy US$, which is under 'no brainer' sell orders around the world in favour of gold, housing, other currencies, anything. NZ$ below US68c, down a chunk from the high in the low 70s. Uncle Al KBE is warning everyone to expect increasing interest ratesand that some assets will decline in value. He didn't specifically mention housing but did mention that some mortgage types and situations will be bad for lenders and borrowers. The US$ is NOT going down the gurgler any time soon. The Quid is not ready. The Aztecs prancing around with naked bums and chanting incantations about their ancient relic won't bring back the past. <Sell NZ$. At US70c it is way higher than US50c or US40c where it used to be and where it belongs.> Rents in Auckland are tumbling, especially in the apartment market, but that's hooked on to all other markets at the fringe so the reverberations will continue downstream. Mqurice