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Gold/Mining/Energy : Canadian Microcaps

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To: Ciao who wrote (158)9/3/2003 8:17:40 PM
From: Gulo   of 817
 
When you asked me to value CEP, I came up with $2.50 now and $4+ within the year. I bought into CEP after Hmmm'ing and Haw'ing for a few weeks, and by then it was already running. As it is, I have less than 10K shares.

The lack of value opportunities has really altered my portfolio. I'm 1/3 cash and most of what I own is speculative. I bought into SYY and still hold HHO and even a bit of GLE and a few others (CET.UN, RNO, CUQ, q:LIPD). I was even considering participating in the SYY debenture. My largest single holding now is actually some z:LSI calls, but that will change if LSI has another day like today. <g> Some z:BGG and PKN calls have been doing well.

I'm going to have to take a long holiday soon so that I have some time to research opportunities.
-g
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