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Gold/Mining/Energy : Precious and Base Metal Investing

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To: jrhana who wrote (8306)	3/6/2003 12:53:08 AM
From: Elizabeth Andrews	of 39344

I just spent 5 days in the desert trying to figure out why I'm wrong on Barrick and I now know that I am wrong but it's not the hedge book that's the issue. Two things come to mind. PEs are important as are NAVs and the respective premiums. Both are going down to record levels with respect to gold equities. It looks like the market is taking a harder view at countries and the political risk therein. This is the new variable.

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