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Gold/Mining/Energy : Gold Price Monitor

GDXJ 110.89

+1.8%

Dec 10 4:00 PM EST

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To: TheSlowLane who wrote (94848)	5/1/2003 11:50:35 PM
From: goldsheet	Read Replies (1) of 116808

OT - Forget Gold, Buy Copper forbes.com Above is article that got me back on base metals. I'm positive on copper/nickel, neutral on lead/zinc/tin, and bearish on aluminum. AAUK looks like a good overall position (low P/E, high yield), with maybe some INCO to cover nickel. I think Noranda is undervalued, with Falconbridge a similar speculation (eventually to be acquired by NRD?) Southern Peru Copper looks interesting copper play, instead of PD. Buenaventura might be good if you are bullish on gold and copper. TeckCominco looks cheap, but too much lead/zinc, so I'd pass.

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