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

To: TobagoJack who wrote (3117)	1/5/2006 1:31:12 AM
From: energyplay	Read Replies (1) \| Respond to of 220612

What do I plan to buy ? I will re-purchase energy stocks at lower prices - 1) XEC, EOG, PWTTF, and some other Kurt Wulff and Ed Ajootian (see Boom Boom Room on SI) favorites. Kurt WUlff at www.mcdep.com 2) Gold and precious metal miners, usually smaller, leveraged ones. It is about time for the rising tide of gold prices to lift all boats - so the minor miners will get a look in. The big minning companies will need to start buying ore bodies at higher prices. I may also add some out of the money calls on gold and non Middle East oil suppliers as a safety in case of an Iran caused interruption in world oil supplies. 3)A few Puts on US homebuilders - LEN, BZH, KBH 4) Possible some selective Biotechs - I have VRTX, UGNE, and some DNA. 5) Very selective tech for a short time - maybe APPL Apple 6) Maybe a fiancial as a contrary play Note that except for 4,5 & 5 every thing assumes a lower USD - this is TOO MUCH correlation. Maybe 15-25% into 4, 5, and 6, mostly on the biotech. 7) Some country funds, either ETFs or closed end funds. Maybe EWO Austria as a way to play Eastern Europe, maybe anohter look at Brazil or other places. 8) Toward the end of the January and first week of February, some short funds on S&P. 9) I expect to have a slightly higher cash position - maybe 5% instad of 2-3% for my none margin accounts, and limit my use of margin in other accounts. I expect we will see some bargains. Watch list items - Uranium stocks Copper, Molybdenum, Nickel stocks Sugar stocks Japan real estate companies Special situation stocks I expect the USD will decline vs. gold long term, and I want to be aligned with that trend. But my gut tells me there will be some pauses and corrections along that path, with some pauses lasting over 6 months - like 2005. Maybe 9 months or more. I don't want dead money for that long.

To: TobagoJack who wrote (3117)	1/5/2006 1:44:25 AM
From: energyplay	Read Replies (1) \| Respond to of 220612

How many years have we been playing at GUDD ? I am pretty sure we are more than half way through the GUDD cycle, but with the biggest moves yet to come. I think since Summer of 2002, when Gordon Brown sold HALF the UK gold reserves at an average price of $275. Of course, the dollars were more then. I expect some time in the next 1-3 years we will need a new game - I don't think it will be GDDU, either. Let propose a rosy sceanario of sorts : residual inflation, rising world incomes and prosperity will certain businesses, many consumer oriented but strongly branded, money machines. Apple, Starbucks, Sony, Shangri-la hotels, Rolex, Burberry, etc.

To: TobagoJack who wrote (3117)	1/5/2006 4:03:12 AM
From: energyplay	Read Replies (1) \| Respond to of 220612

Question about HK - are the Tax Authorities really this nice ? Also read the comments on the tax item. flagrantharbour.com *********************** I object January 5th, 2006 at 2:38 pm by flagrant When I got home yesterday there was an envelope for me from the Inland Revenue Department. As an impoverished entrepreneurTM my heart stops every time I get one. However this was a nice letter. It was a cheque. I love getting tax rebates, especially ones I had no idea about. How many other tax regimes refund you so efficiently and without you having to do anything? On the back of the notice that has the cheque attached it tells me how to lodge an objection to said notice should I choose to. I think I choose to take it to the bank instead. ********************