tag:blogger.com,1999:blog-2335748440449035592.post1012817174553042622..comments2008-07-29T14:24:19.743-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-2335748440449035592.post-72050447176351254482008-07-29T14:24:00.000-04:002008-07-29T14:24:00.000-04:00I don't follow FDG that much because its a trust, but it follows into my theme that many of these coal producers will not be independent in 24 months.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-84936962512474221242008-07-29T14:08:00.000-04:002008-07-29T14:08:00.000-04:00Mark - wanted to hear you thoughts on FDG buy-out<BR/><BR/>http://ap.google.com/article/ALeqM5gpOC5y10UVCaAM4xkFxCaMVp3Y5gD927L4M80Paulinhttp://www.blogger.com/profile/09442259319866656377noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-84015755938981198372008-07-29T11:48:00.000-04:002008-07-29T11:48:00.000-04:00Thanks that is interesting.<BR/><BR/>Keep in mind Rogers usually buys with 5-10 year time frames not like hedge funds or out typical American obsession with short term returns.<BR/><BR/>Meaning, if his airline buys go down 30% in next 2 months he is ok, whereas hedge funds would hear about massive withdrawels and mutual fund investors would say "what a freaking idiot to buy airlines".<BR/><BR/>So as with everything it is about time frame. It really all depends on oil over next year or two - they will trade in opposite.<BR/><BR/>Singapore Airlines is one thing, or Emirates. Not so keen on US airlines other than for quick trades.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-57991895915521865572008-07-29T11:36:00.000-04:002008-07-29T11:36:00.000-04:00http://seekingalpha.com/article/87322-china-jim-rogers-and-the-global-commodities-outlookOahttp://www.blogger.com/profile/10424050777432171060noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-90313048024050326932008-07-29T11:31:00.000-04:002008-07-29T11:31:00.000-04:00Please show me a link that shows Rogers is buying airlines - I'd love to see that.<BR/><BR/>Airlines are being used as derivatives of oil. As oil goes down, people run to the airlines because instead of losing $2000 on every flight, they are now losing $900 on each flight.<BR/><BR/>They are making it up on volume.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-49804853168650692232008-07-29T11:28:00.000-04:002008-07-29T11:28:00.000-04:00Hey Mark,<BR/>Look at at LCC,CAl... Jim Rogers also invests in airline. What is your thought?Oahttp://www.blogger.com/profile/10424050777432171060noreply@blogger.com