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

To: Muthusamy SELVARAJU who wrote (5025)	3/26/2006 2:53:09 AM
From: TobagoJack	Read Replies (1) \| Respond to of 218633

Hello Selva, I have blackrock, connarcher, opticanada, petrobank, canadian oil sands, suncor, encana, and will soon buy paramount resourcesmany have doubled, cos has already more than tripled, and I expect oil to hit 100/barrel within an acceptable period, long before it hits 2/barrel as maurice is waiting for :0) Here is my entire Canadian watch list ... clip and paste to Yahoo Finance portofolio tracker will give details: AE-UN.TO AVN-UN.TO APF-UN.TO AET-UN.TO BTE-UN.TO BVI.TO BRVTF.PK BNP-UN.TO BPT-UN.TO CCO.TO CCJ CNQ.TO CNQ RTU_U.TO COS-UN.TO COSWF.PK CWPC.OB CLE-UN.TO CLL.TO CLLZF.PK COU-UN.TO ECA.TO ECA ES.TO EN.TO ERF-UN.TO ERF EIT-UN.TO FET-UN.TO FDG_U.TO FDG GCE.TO HTE-UN.TO NPI-UN.TO OST-UN.TO OPC.TO OPCDF.PK PMT-UN.TO POU.TO PBG.TO PBEGF.PK PTF-UN.TO PTF PGF-A.TO PGF-B.TO PGH PWT-UN.TO PEY-UN.TO PWI-UN.TO PWI PVE-UN.TO PVX SOIGF.OB SU.TO SU SYN.TO TDG-UN.TO TUI-UN.TO THY-UN.TO UTS.TO U.TO VNG-UN.TO VET-UN.TO VKR-UN.TO WTE-UN.TO WTO.TO AFT_U.TO AGU.TO AGU ABF-UN.TO CLR_U.TO POT.TO RSI_U.TO SFK_U.TO TWF_U.TO ICE-UN.TO I also have Vermilion and Peyto, and a sliver of SOIGF.OB On China shares, not really for 2006 - to tied to global/usa scene. Chugs, J

To: Muthusamy SELVARAJU who wrote (5025)	3/26/2006 7:22:28 AM
From: energyplay	Read Replies (4) \| Respond to of 218633

Hi Selva - a few things : I have to agree with TJ about being careful about US entities, especially financial firms, if you are out side the US. You could consider Canadian banks and brokerages as a safer alternative. Many of TJs suggestions are based on the commodity cycle. Some other themes could be useful - for example drug and biotech. There are a number of European firms Roche, Novartis, Sanofi-Aventis with good portfolios and many biotech deals. Roche owns the majority of Genentech, for example, and gets to market their drugs in Europe, collecting large profits directly. Another non - commodity theme would be the recovery and integration of the former Eastern Europe. There is an Eastern European media company with a nice long term chart - CETV -look at 3 years... Being in Malaysia, I assume you see the various Asian economic development opportunities. One indirect way to benefit from commodities would be owning bank stock in commodity countries, such as Australian or Canadian banks. I don't know enough about the Aussie banks, but there are a number of good Canadian banks. ******