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Gold/Mining/Energy : Precious and Base Metal Investing
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To: ogi who wrote (4038)5/30/2002 10:59:40 AM
From: russwinter  Read Replies (2) of 39344
 
<Hope your sector rotations are as astute as your gold picks.>

I still have large PM holdings, but it's more a function of the gains from this rarified air bringing the portfolio value up almost as much as what I've sold. I did add a nice chunk to Golden Goliath this week so I still pick up situations I think are bargains, and may recommit to others if we get a meaningful correction.

I guess the big question I have is will there be solid bids under these stocks if POG suddenly headed back to 312 and sentiment changed? Although I feel we are in a gold bull market, I would surmise that some of the recent fair feathered crowd may disappear in a flash.
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