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G-String Bullhorning Love Fest


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#211

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Posted 07 February 2005 - 02:55 AM

Faber says food commodities and Dollar are favored. Says he expects gold to decouple from the Inverse dollar relationship, and outperform all currencies for the next 5-10 years, BUT not quite yet. Tightening liquidity worldwide. He expects China to slow down more than expected.

Says Inflation in the US will pickup.

In Asia he says RealEstate is much more attractive than financials. Real estate in India and Africa are also desirable because of China's influence to the region.

#212

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Posted 07 February 2005 - 05:23 AM

MO is a bloated "goodwill" piece of crap :o

net tangible aSSets negatory 7 bucks per share

net $caSSh flow doesn't even cover the dividend

I know it's going up, I'm not short yet

but when it rolls over I'll be buying puts

it's had a heckuva rally already

a little more will be just fine

unlock that shareholder value :P





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