Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Arik T.G. who wrote (23185)	12/11/2002 1:49:35 PM
From: isopatch	Read Replies (4) of 36161

Hi Arik. Good move. MNG acting well today. Got stopped out of SLGLF @ $.70., on Friday, for a nice ST gain. Looked like it was getting ahead of itself. Good guess, as it turned out. It dropped to .60 earlier this week. Rolled the proceeds + some cash into Miramar which looked like it was completing a nice base and on the verge of a breakout. So far, so good. Overall, doing a lot less ST trading. As of several weeks ago been sitting with the largest portfolio weighting to the golds since June. Long MNG, GSS, BGO and GBGLF in the small caps. And the usual suspects among the larger mines. Also holding large positions in quality Jr NG explorers. Portfolio allocation currently 75% equities, 25% cash. Best regards, Iso

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