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Gold/Mining/Energy : Gold and Silver Mining Stocks

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To: lbs1989 who wrote (1236)6/3/2001 1:29:15 PM
From: goldsheet   of 4051
 
Finally found my "portfolio" post from December 2000

------- Forwarded message follows -------
Organization: GOLDSHEET/COINSHEET Directories
To: GoldWorldNet@egroups.com From: "Bob Johnson" <rjohnson@prodigy.net>
Date sent: Sun, 10 Dec 2000 21:01:46 -0800

> what specific stocks do you like at the moment?

Claude Cormier and I talk quite a bit so there is probably a good
overlap between what I like and what he has previously mentioned.

Aurizon (nice Quebec play, along with Richmont)
Billiton plc (maybe an Anglogold takeover ?)
Breakwater (a good play on zinc)
Central Fund of Canada (wider than average discount)
Dundee Precious Metals (huge discount, and Hope Bay play)
Gabriel Resources (growing reserves)
Glamis (integrated Rayrock very nicely)
Goldcorp (Red Lake is probably going to produce above plan)
IAMGOLD (38% of Sadiola run by Anglogold = cash machine)
Meridian (El Penon in Chile, one of world's lowest cash cost)
Repadre (royalties, plus a good play on Ghana)
Rio Narcea (Spain, Barrick takeover ???)
Royal Gold (royalty on PDG's Nevada Pipeline complex)
Viceroy

I'd probably buy a little Apex or Pan American as a silver play, along
with Claude's Corner Bay. Francisco is another good one from Claude.
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