I'm buying biotech and gradually selling gold (half YMC gone today, TNK all gone, ELD 60% gone, NSU gone, NGT half gone, GBG half gone, BAY and FGX gone, MNP half gone, MFL 20% gone, TNX gone). But seriously to answer YOUR question, PMs getting tougher and riskier, and my entry prices are much lower, and I'm using todays prices (May 22), but these are good names that should be higher at 320 POG. They could easily catch the rotation if this keeps up:
Birim BGI
Annoraq ARQ (PGMs)
Golden Goliath GNG
Manhattan MAN
Moydow MOY
Rockwell RCW (base metals)
Sultan SUL |
