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From the East Bay

10/25/03 6:34 PM

#165092 RE: lee kramer #165084

Not a "list", other than CEO, PTR and TDF.

I sold TDF last week but may re-buy. TDF = Templeton Dragon Fund, a closed-end fund invested in Chinese stocks. Hit a high of $17 last week, and I exited. If it goes back above $16, I'll rebuy it. Still own CEO and PTR. (CEO is a natural gas & oil explorer; PTR = Petro China - bought each around $21.) Will explore other Chinese stocks, including the diesel-engine manufacturer China Yuchai - CYD). If you'll go to the Yahoo CEO or PTR boards, you'll get a list of other Chinese companies, including the three internet names mentioned elsewhere on this board. Gold bugs love Ivanhoe Mines, which does work in China. (Traded in Toronto under the symbol IVN_TO. Not interested in that one, as they've never actually mined anything, but claim great "prospects".) Some fellow who writes for the "Daily Reckoning" has his own list, but charges for it. If you ever get wind of what he's recommending, perhaps you might post it here.

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gtober

10/26/03 1:16 PM

#165206 RE: lee kramer #165084

I thought it would be more black and blue. ;^)

GT