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To: tom pope who wrote (101893)6/1/2008 8:04:24 AM
From: elmatador  Respond to of 206085
 
Oil crisis needs the Black Party now that Greenism is out. My plan is to create such a party. They will go to the plazas in OECD countries, with huge potted planted trees. Add a pile of old tires. Then under banners of “Black is Beautiful”, they singing aloud Canadian lumber jack songs, will ax and chain saw the huge potted trees and with shouts of TIMBER!!, they fall to the ground.

Elmat sporting a T-Shirt written, "I’m not missing the Dodo bird", set alight a pile of old tires and the black smoke goes up the air.


Brazilian supermodel Gisele Bundchen comes dressed furs and shouts: "If you go black you never come back!"
>>People for the Ethical Treatment of Animals has been publicly harassing supermodel Gisele Bundchen ever since she agreed to model BlackGlama fur in 2002. ...
www.animalrights.net/archives/year/2004/000410.html<<


A churrasquinho de gato (a small BBQ for small pieces of meat popular at Brazil’s foot ball stadium) barbecues rabbits for the girlfriends of the guys in huge gas guzzlers to eat.
There will sauces: Coala, Panda and Polar bear

A plane draws in the sky with smoke: The Amazonia is ours. And we will do what we bloody want with them.

A 18-wheeler hors and spew diesel smoke into the air. Comes and clean the mess.
Black power has arrived. Greenism is gone



To: tom pope who wrote (101893)6/1/2008 5:25:13 PM
From: chowder  Read Replies (1) | Respond to of 206085
 
>>> Good job is an understatement. Outstanding. <<< ..........

That depends!

Were the positions large enough to have a huge impact on the entire portfolio, or were they "small" positions and only provided marginal overall results?

5% of something is often better than 30% of nothing when it comes to the overall performance of the portfolio.

He did a great job of picking winners! I tip my cap for that!

He often says I took a small position. I don't know how he defines small. I don't know the position sizing. I don't know the overall performance. Hence, the "good job" rating.

A 30% overall performance would be an outstanding job.



To: tom pope who wrote (101893)6/1/2008 8:25:59 PM
From: Cogito Ergo Sum  Read Replies (1) | Respond to of 206085
 
Tom,

of course the implication for you guys of this post is possible loonie weakness.. or at least tracking the USD.. Manufacturing does count after all...

First time retail has surpassed manufacturing... hence wage deflation up here..

Many appear to be choosing the retail option. As of the end of 2007, factories employed 1,784,700 people, down 3 per cent from 2006. At the end of last year, 1,790,000 people were working in retail, up 4.4 per cent from 2006. (The health care and social assistance sector is the third-largest employer in Canada, with about 1.5 million workers.) The coming year does not hold much promise.Many appear to be choosing the retail option. As of the end of 2007, factories employed 1,784,700 people, down 3 per cent from 2006. At the end of last year, 1,790,000 people were working in retail, up 4.4 per cent from 2006. (The health care and social assistance sector is the third-largest employer in Canada, with about 1.5 million workers.) The coming year does not hold much promise.

full article @
theglobeandmail.com

I know that one quarter does not make a trend.. but we Canucks certainly are not decoupled from the US.. less dependent but the frying pan is not much better than the fire... :O)

OTTAWA — Canada's economy contracted in the first quarter of the year, the first time in five years that the country's output shrank outright, raising the spectre of a recession. But Finance Minister Jim Flaherty quickly dismissed such fears.

full article @
ctv2.theglobeandmail.com

The Black Swan