MagIndustries Corp MAAFF

RE: RE: RE: full coremark report

[cqfd]

- I'd actually be short most US, Canadian and European long bonds.

- I tend to be stock market neutral (rates will eventually have to rise...).

- I tend be long a basket of commodity producers, but IMO, there is no rush to agressively buy small cap CDNX stocks, especially  during summer doldrums. When/if inflation and/or GDP shows up in the system, commodity producers could do well.

I do like MAA. I'm just saying that I would be surprized to see a deal closed rapidly. It's just the way the Chinese are. I'm not putting them or MAA down. It's a fact of life. They still have time to close deals, untill some meaningful GDP growth shows up in North-America and in Europe. The Chinese have money (lots of it) and they are spending it (to some extent) on commodities. They are doing a lot of shopping around, and they are closing all kinds of deals.

During the past few years, the Chinese paid too much for all kinds of commodities from potash to copper, to iron, etc... and they know it. They hate to pay too much !!!

Just my 2 cents,

Cheers,

CQFD