Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : The Big Picture - Economics and Investing -- Ignore unavailable to you. Want to Upgrade?

To: mozek who wrote (485)	12/3/1997 5:15:00 AM
From: Ibexx	Respond to of 686

Hi Mozek, Re. investing in China, recently I purchased Fidelity HK&China fund. Emerging markets are tricky business; one needs the diversification and accessibility of information to succeed--which a private investor seldom has. I decided to leave the driving to the pros. Japan, however, may be a different story. Regarding non-techs, I do have quite a few of such beasts in my portfolio: I bought PFE in August this at $52 (when Morgan Stanley downgraded the stock ????)--both LEAPS and commons and the stock has turned in 45% gain when most high techs have declined in that timeframe. I also own CCI in my core holdings. Energy issues (especially those dealing with natural gas) are unfairly underpriced. You might wish to catch the trough. Regards, Ibexx

To: mozek who wrote (485)	12/3/1997 5:27:00 AM
From: Ibexx	Respond to of 686

Hi Mozek, Re. Investing in China, recently I purchased Fidelity HK $ China fund. The emerging markets are tricky business, one would need the diversification and accessibility to information in order to succeed (which very few private investors possess IMHO), so I decided to leave the driving to the pros. Japan, however, may be a different story. As to non-tech stocks, I have about 25-30% equity assets in a variety of financials, energy and drug ocmpanies. Major holdings include PFE which I bought in August at $52 and currently traded at $76-77. I sold all the LEAPS of my energy issues a month ago (HAL, FLC) before the brokerage houses called "HIT", but still own some commons. SAP of Germany is my currently favorite--just made a new high yesterday when most US high techs tanked big time. Regards, Ibexx