Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Cogito Ergo Sum who wrote (4454)	11/27/2001 9:29:37 AM
From: Frank Pembleton	Read Replies (2) of 36161

Kastel, -- gold is giving me grief -- that's why I made the move out of the high beta shakers like Kinross. I felt the pain was worth more than the gain. I have made some slight accumulations in metals ... I hold National Gold and Corner Bay Silver with my sights set on Minefinders. I'm also looking at Noranda and the goal here is to allocate 20% of my portfolio towards metals. FWIW -- I'm an oilpatch player (in case you didn't already know) and have no intentions of shedding my positions here in this sector and none of my picks are sitting on any of the stop-loss levels I originally assigned. << phew! >> Regards Frank P.

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