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Gold/Mining/Energy : Precious and Base Metal Investing

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To: russwinter who wrote (4210)	6/8/2002 1:24:00 AM
From: lbs1989	Read Replies (1) of 39344

Dear Russ, During the week of 3 June my portfolio of 15 stocks containing most of the usual suspects hit an all time high. Today I looked at where they had gone as a result of the "correction" this week.GNG actually was up 6%,NSU even,MOY down 3.1%, WTC down 3.7%, and MFL down 6.8%. On the high end, GBG down 10.9%, CBD down 11.7%, IMR down 14.9%, BAY down 15% and BGI down 17%. Despite the correction I still like all these stocks. Am I missing something since I have taken some profits on the portfolio over time? Do you prefer NGT to AAS? I believe J. Steel likes AAS better. Have all the stocks on your Vancouver note accept MAI. Added to 10 of the portfolio after the dip. Until the Macro situation changes I am going to continue to by the "THREAD". This is how I think you can make money on the "Macro" side!! Thanks for the conference update. Let me know when you are going to start your news letter! (ggggggg) Best Regards,

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