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


To: pezz who wrote (23555)10/5/2007 9:40:37 PM
From: TobagoJack  Read Replies (5) | Respond to of 217764
 
<<Gonna put it all in GOLD>> ... a beautifulthing, but still too early, for there is still much looting to do worldmarket.blogspot.com



To: pezz who wrote (23555)10/10/2007 8:50:12 PM
From: TobagoJack  Respond to of 217764
 
Hello Pezz, Report from the front line fox hole by buddy via e-mail, and I quote:

A few snippets from a colleague who recently met with some private banking houses here in Hong Kong:
- Investors very aggressive investing in HK shares, especially IPO's and H-Shares.
- Greed level very high
- No one seems to bother with fundamentals or detailed analysis.
- Investment Banks having a hard time dealing with demand, especially structured products.
- Mainland CEO's pledging their IPO shares to borrow to punt on other "investments." (borrowing 80-90% of share value)
- Middle East big buyers of China assets.
- No interest in investments outside of China.
- No interest in commodities or hedge funds.
- High interest in Private Equity.
- Drawing down cash rapidly to put into shares.
- Hot products are accumlators and Range Accrual Notes (due to high volatility).

At least here in HK, speculation is rampant.
Everyone wants to be the next Lee Shau Kee.



To: pezz who wrote (23555)10/11/2007 3:28:02 AM
From: TobagoJack  Read Replies (1) | Respond to of 217764
 
hello pezz, today's action:

took no action, at least not as yet, but have been watch my shenhua energy (coal), bought here bought here Message 23704204 at 2 tranches (equalling 6 dollops, or 2/3 of a mind bending amount) at 31.95 when i told YOU (available in USA as F share)

it is up by 13+% only, TODAY, and at 52.90, a gain of ... let me see ... 68% since mid-July ... not too bad on a bulge bracket super cap share

it is the 7th highest profit-making company in china, answerable straight to ... not shareholders, but unlisted parent company that in turn is answerable to the state council led by the elite of the ruling and keep-ruling communist party

it is good, digging at cash cost of 10, and selling diggings at 70, beating intel, approaching microsoft, less the r&d, and doing away with marketing, advertising, promotion, in alignment with the force, vectored correctly

but, given today's 13% jump, perhaps wait for a 1% pullback :0)

we must remain in alignment with the Force, scavenge the field of Energy, tap the Flow, gyrate to the Music, and remain true to the speculative Instinct

we must leave the due diligence to the next guy

chugs and chalk up another highly productive day, tj



To: pezz who wrote (23555)10/11/2007 4:56:03 AM
From: TobagoJack  Read Replies (1) | Respond to of 217764
 
hello pezz, market close report:

i feel the Force, sense the Power, in awe of the Energy, shocked by the Momo, and am really terribly happy in a most wicked way

no, i did not take Viagra, the authentic or grey market import or plagerized, or fraudulent versions.

i apparently uttered earlier nonsense Message 23957181 a bit too early in this glorious day

mega-cap shenhua finance.yahoo.com is up 24% for the just 6 hours of this productive day, as reward for doing good, from when i alerted you this am, to now, a few hours later

or 81% from when i told you Message 23704204 when i bought into the religion :0)

i love china, appreciate the new ruling party, relish the cause, worship the Force, and give thanks to mr deng xiao ping, pay respect to hu jin tao, and then i will pragmatically refocus on BUYGOLD

perhaps the HKD 70 target will be reached in 12 days, or maybe even the next 12 trading hours :0)

reuters reports a target of >100 in 12 months to which i say, "why not? and why only >100"

chugs, tj

p.s. as china life overtook aig in market cap, and icbc thundered ahead of citicorp, shenhua will reign supreme over peabody

take down time

be with the new sovereign in town

make space at the top

global investoriates are casting their ballot for good over evil, right against wrong, savers over bankrupts, diligent over sloth, ... you get the pic



To: pezz who wrote (23555)10/12/2007 4:25:23 AM
From: TobagoJack  Read Replies (2) | Respond to of 217764
 
hello pezz, today's report:

i purchased a dollop of PYI Corporation finance.yahoo.com at HKD 3.20

because ... let me see ... because it develops and operates river ports in china and therefore should do well.

it also helps that the entity is actually a real company with genuine revenue and verifiable profit.

chugs, tj