Tuesday, September 28, 2004

Due Diligence

Speaking of due diligence. Short your Iranian shares. New management of the firm is expected shortly. A number of previous investments in Hezbollah, Al Q. and Hamas will be marked to market causing a huge but temporary drop in the current value of the holdings. Values expected to recover in a few years due to more profitable deployment of investments.

US of A and Israel expected to be a big beneficiaries. Due to its limited capitalization compared to the US of A, shares in Israel expected to rise dramatically.

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