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Gold/Mining/Energy : T.ITE: iTech Capital (TSE)

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To: keith massey who wrote (2870)12/5/1999 9:44:00 PM
From: SwampDogg   of 5053
 
You missed some cheaper buys but you have the general idea. The portfolio is down 15% since it started. It is not a MOMO portfolio but a buy and hold value portfolio. It is selling below book right now and I expect the portfolio to have at least a 40% return from the original start value by March...it takes patience.
This does not represent what I own but is an example of a portfolio strategy. I own all of them but I personally have most of my money in BTS-T (average $30) and LMT-NY ($18) and still MOMO trade from time to time.

Glad to see you are paying attention from time to time
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