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  • What to Buy and Why: Barron's 2009 Roundtable, Part III [View article]
    Good points but I must take issue with EWZ. Brazil is natural resource rich with sufficient business to maintain status quo (i.e. EWZ should stabilize at current level). I'm recommending accumulating here and virtually no where else


    On Jan 25 04:21 PM dw57 wrote:

    > Oracle (seekingalpha.com/symbo...) - no debt????? how did
    > they pay for all of those companies they bought in the last few years?
    > and how many of their customers have major problems?
    >
    > ICICI Bank (seekingalpha.com/symbo...) and Infosys Technologies
    > (seekingalpha.com/symbo...), you have heard of a company
    > called SATYAM? conservative???? if you were talking Japan I might
    > buy it. But not India.
    >
    > Morgan Stanley India Investment Fund (seekingalpha.com/symbo...),
    > iShares MSCI Brazil Index ETF (seekingalpha.com/symbo...),
    > Templeton Russia & Eastern Europe Fund CEF (seekingalpha.com/symbo...),
    > Greater China Fund (seekingalpha.com/symbo...) iShares Trust
    > FTSE-Xinhua China 25 Index Fund (seekingalpha.com/symbo...),
    > and Turkish Investment Fund (seekingalpha.com/symbo...).
    > and just who wants to invest in India now???? when you can't depend
    > on the local constabularity to even make a resonable stab at keeping
    > things on the up and up? Course maybe the trainned the folks at the
    > SEC too!
    >
    > ProShares UltraShort Lehman 20+ Year Treasury ETF (seekingalpha.com/symbo...).
    > You have heard that Lehman's went BANKRUPT right?
    >
    >
    >
    > and wasn't it Barron's in the last few weeks that finnaly came clean
    > and fessed up that they had their rose colored glasses on?
    Jan 26 00:21 am |Rating: +2 -2 |Link to Comment
  • What to Buy and Why: Barron's 2009 Roundtable, Part III [View article]
    Falling knife indeed.

    Scott Black's XTO recommendation comes right on the heals of significant supply surge and low consumption. XTO hedging aside, the priced cash flow will be short lived. In my opinion (and I own the stock), we're looking at 4-5 years stock wise.

    That said, where does one park money other than under the matress? Natural Gas [XTO, EP, etc.] for the long haul and electric utilities for the short income in the mean time.
    Jan 26 00:16 am |Rating: +4 0 |Link to Comment
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