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Gold/Mining/Energy : Imperial Metals (IPM.T) -- Ignore unavailable to you. Want to Upgrade?

To: Italian Investor who wrote (797)	3/14/2011 5:48:18 AM
From: refugee investor	Read Replies (1) \| Respond to of 1366

The troubles in Japan are quite something. I was thinking earlier that the people there seem to be behaving very well, no panic or riots yet. If you have to have a disaster somewhere maybe Japan is the place where society can handle it the best. I will be keeping an eye on the market today too. It is a bit early to be making calls, but I think nat gas might be helped by this in the longer run, since there is bound to be a huge debate about nuclear power, and in Japan a lot of those reactors are going to be off-line for months, or in the case of the ones where they are pumping in seawater, forever. I think Japan already has a lot of LNG so they have the infrastructure and mindset for gas. A brave person might buy Japanese stocks too, the best ones are down a few percent, Takeda (drugs), Fanuc (manufacturing, Nintendo, Japan Tobacco are all blue chip and have a lot of cash, and in general stocks there have through the wringer for the last couple of decades and might pop if the Yen ever fell a lot, their exports would boom. Speaking of the expensive Yen, I noticed your Asian bond fun was ex-Japan, just the undervalued currencies! I have read that most of the insurance cost will stay in Japan, so maybe the re-insurers will be ok. I have been thinking about trading out of WTM into BAC, so I hope WTM holds up. Delta (DAL) might be a good trading vehicle. I have been keeping an eye on it lately, it bounces between 9 and 11, I was actually considering speculating on a 1000 sh in the hope of making a few $ to offset rising airline ticket costs, but I never got around to it. I own a tiny bit of MBIA too, but I don't understand it. Like AIG, 100% following Bruce. I feel more at home with BAC.