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

To: KyrosL who wrote (24665)	10/31/2007 9:35:30 AM
From: TobagoJack	Respond to of 217542

I bought Peabody Message 23899299 at 47.95, and am happy to LTBH. Peabody is a smaller operation, has higher cost, in a neighborhood that troubles coal users, and has higher R&D cost for less IP on new coal tech. Its coal also sells for less per ton. Its share is listed in a less bullish market (USA vs Shanghai and HKG). It also needs to scavenge for new coal resources at market price, as opposed to get allocated new concessions as a matter of course by the ruling elite. Therefore BTU is a lesser play than Shenhua, for good reasons. But I have both; 4x more of Shenhua than BTU. Chugs, TJ

To: KyrosL who wrote (24665)	10/31/2007 10:27:36 AM
From: Seeker of Truth	Read Replies (2) \| Respond to of 217542

I was aware of BTU but I bought none of it and bought Shenhua energy at 21 and 29. Ten --twenty years out from now, the US will still be fighting Moslems everywhere, to grab their oil or to protect Israel. If the Moslems won't fight the US will look elsewhere for an enemy. Recall when Bush began to be president in 2001, he immediately picked some fight with China, shooting down a Chinese plane over Chinese territory. In such an environment I religiously decline to buy ANY US stock. India, Brazil, Hong Kong,etc., there are plenty of places to invest without being shot at.