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Gold/Mining/Energy : Gold Price Monitor
GDXJ 108.90+4.2%Dec 9 4:00 PM EST

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To: goldsheet who wrote (94851)5/2/2003 6:36:33 AM
From: TheSlowLane  Read Replies (3) of 116804
 
Thanks, Bob. I also enjoyed that article. Copper/gold plays like Wheaton and Ivanhoe allow you to hedge your bets and get a PM and BM play rolled in to one. I have been considering Inco for nickel (am holding Falconbridge for that now) as well as Canico. Depending on what tier of the industry you like to be in, the former might offer more safety, the latter more upside - perhaps. For copper, I am holding the multi-metal plays I mentioned earlier as well as First Quantum (with the attendant risk of mining in African countries - whatever one assesses that to be). Teck looks cheap...a little cheaper than where I own it, but not much and yes...not clear when zinc will get some respect but if the time to buy is when everyone hates it...might be worth keeping tabs on. Have not paid any attention to aluminum.
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