Scenario - next week

19 Mar 2011

Dear all,

I am looking to buy Japanese reconstruction stocks Taisei, Sumitomo Mteals and Nippon Steel and I sense the global stock mkt will likely see an end to this ocrr soon. Accumulate US tech stocks - MU, NVDA, CSCO, AMD, PHM and to buy cement mfg in China 2233 HK.

FX - I think can trade off USDJPY 80
- you would have done well if u hv been following my thread for the past few weeks if u hv kept yr positions within "bite size" to withstand the swings

God bless Japan, Temujin..))
 
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