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IBN
Remains a Hold
June
14, 2002
Gold in the Markets
June 7, 2002
WINK—Sell
it for 52% Profits
May 31, 2002
South
African Breweries Update
May 24, 2002
Holds
and Sells
May 17, 2002
IC
now IBN
May 10, 2002
59%
Gains, 10 Days
May 3, 2002
WINK
up 8%
April 26, 2002
Cut
your losses
April 19, 2002
Book
'em, Dano! SELL ALERT
April
12, 2002
Asteroid
Predicted to Miss Earth in 878 Years
April 5, 2002
Market
Upset Over Comeback
March 22, 2002
SASOY
up 30%
March 15, 2002
Average
16.4 Percent% Gains Since January
March 8, 2002
Average
12% Profits
March 1, 2002
IC
up 52%
February 22, 2002
SPP
continues to fly
February 15, 2002
Sappi
in Play
February 8, 2002
Current
DeHaemer picks
February 1, 2002
TMCS
on the Rise
January 25, 2002
Hold
all Positions
January 18, 2002
IC
Hit our Entry Price
January 11, 2002
USOO
up 88%
December 28, 2001
USOO
up 30%
December 28, 2001
Time
to Sell BFLY and PCLN
December 21, 2001
Continue
holding PCLN
December 14, 2001
BFLY
up 30%
December 7, 2001
15
of 16
November 30, 2001
Continue
holding TKC
November 16, 2001
Continue
holding Priceline.com
November 9, 2001
Priceline
Profitsand So Do We
November 2, 2001
Sell
NAVI
October 26, 2001
Take
Cipla Profits
October 12, 2001
Taipan
Update
September 28, 2001
Hold Cipla
September 21, 2001
Oil
Prices Up Sharply
September 14, 2001
Cipla
Still on Top
September 7, 2001
TKC
a Buy
August 31, 2001
Are
you ready for some football? PVII shareholders
are
August 24, 2001
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IBN Remains a Hold
by Ian
L. Cooper
Despite terrorist attacks on Pakistani soil, corporate
mistrust, insider trading debacles, and cooked books,
we are continuing to hold all of our open Taipan positions,
especially our ICICI Group (IBN:NYSE) play, which is
now up more than 90% from our US$4.27 entry price
To date, IBN has had a decent record of profitability.
It has created new businesses since its inception, earning
an "AAA" domestic credit rating and an international
debt rating of "BA1"-higher than that of India
itself. IBN-backed Icici OneSource Limited just announced
its entry into the global business process outsourcing
(BPO) business, providing a further catalyst for growth
in our position.
According to the Gartner Group, the global BPO market
is expected to hit US$234 billion by the time 2005 rolls
around, and India is expected to capture about 10%.
It doesn't hurt that IBN trades 1% above its 13-day
EMA and 14% above its 50-day EMA. Congratulations on
your current gains. We're continuing to hold.
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