SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Strictly: Drilling II
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Frank Pembleton who wrote (28330)2/18/2003 8:44:09 PM
From: Cogito Ergo Sum  Read Replies (1) of 36161
 
Gee I like your take Frank.
If you are right I'll make out like a bandit.... I'm already oiled and gassed up... 50% O&G trusts in the main account and an even higher percentage in the kiddie accounts. AVN just upped the dividend 28%, paying a cool 20% on the closing price of yesterday and much better on my ACB..

Still have that core gold position though it's only about 15% portfolio by weight (I'm still adjusting + I still have PDL). Bearing in mind I was rarely over 50%-55% (hit 75% once I think) being the relatively conservative investor that I am that's still a decent chunk :o)

On the bid to replenish some gold but cautiously, and sticking with the juniors (mainly drill plays) which have so far held up admirably (Actually Kinross has not retreated much considering the POG drop come to think of it but have none presently). A couple were up nicely today. So far it seems as if I sold the right gold stocks for the most part, unbelievable ! I could have done better with Sultan though :o(..... I haven't seen that 'crap your drawers' opportunity in most that I owned and follow though, even some producers are holding the line pretty well. EDIT Kinross for one although it's hardly a junior anymore :o)

Not convinced of the silver thing though I see someone bid up WTC nicely today ....

regards
Kastel
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News