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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: Robert Douglas who wrote (8405)	3/22/1999 10:31:00 PM
From: Dayuhan	Read Replies (1) \| Respond to of 9980

Robert, Stitch, Check out: paperanalyst.com He knows his paper. Steve

To: Robert Douglas who wrote (8405)	3/23/1999 9:38:00 AM
From: Paul Berliner	Respond to of 9980

From the company filings I've read, it seems that prices are decent for newsprint but still have not recovered for coated and fine-coated papers. Many bellweather paper cos., such as Fletcher Challenge Paper, have downsized capacity or even eliminated operations in fine-coated papers. Raw Material (pulp prices) have buoyed paper co. results through their stagnation. As for Copper, the best pure play is Asarco (AR). Prices retouched the low of around .60 last week and are now at .64, but there is no clear consensus on the short-to-medium term outlook.

To: Robert Douglas who wrote (8405)	4/17/1999 4:15:00 AM
From: MikeM54321	Respond to of 9980

"My three boring choices for investments in these areas are International Paper (IP), Phelps Dodge (PD) and Inco (N)." Robert, I just returned from a three week trip to SE Asia just in time for this wild rotation into cyclicals. So for grins I looked up the three month charts on your three picks above. Congratulations! Not too many people could have done better forecasting a move like you suggested above on March 22. Personally I still don't think it's going to hold (roatation into cyclicals), but I had to say something about your excellent short term timing (even though I believe you meant it to be a long term investment). MikeM(From Florida) PS Talk about oil consumption! Never in my life have I've seen so much traffic before in all my travels. It's unfortunate most of the Thai oil usage ends up floating in the sky, but IMHO they are burning up fuel like there is no tomorrow. I can't imagine the traffic having been worse before the Asian crisis? It's seems physically impossible to cram another car on their extensive road system.