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Gold/Mining/Energy : McKenzie Financial

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To: Labrador who wrote ()	3/25/1998 10:29:00 PM
From: Jim Lang	Read Replies (1) of 6

Bob, I've owned a significant position since first of year, and have done fairly well with it. I initially bought it because it had a more favourable valuation than most of the other mutual mgmt companies, and because it had a significant stake in Midland-Walwyn (which has not turned out so good). Price to assets, price to cash flow, both better than Trimark, CIX, others. I actually had to choose between AGF and MKF, and went this route; would have done better with AGF. AGF also has a quite attractive valuation compared to others. Last year I caught a double on ODM, but have not gotten back into it yet. I will try to dig out my research on MKF and see if there is anything useful to contribute. Jim Lang

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