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Gold/Mining/Energy : Precious and Base Metal Investing

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To: Tommaso who wrote (23563)11/5/2003 12:34:57 AM
From: Elizabeth Andrews  Read Replies (3) of 39344
 
I offered a list of stocks (to any one interested a while ago) that appeared to be relatively cheap with the caveat that they were down the food chain a bit and there was some fluff and speculation in the junior gold sector at this time. I don't think it's a big problem but I have no problem selling everything and shorting the crap when the tide turns. There's always more crap than good stuff. You can bet that the tide will turn but we have very good technical people on this thread who also share opinions for free. They will be heard from I'm sure when the tide changes.

I believe that there are four good bets on that list but I have no idea when their value may be realized. They are ARQ, EPM.U, HGM and SML. I own all of these and have a target price. They are all still buys at current levels, which I believe are a bit higher than when I sent out the list. I think the list had about 10 other stocks on it some of which I also own. I also own some bank stocks and can provide you with an idea that will make 30% this year on a big cap with not a huge amount of risk given the low beta of the stock.

By the way I'm also honest and I can't be anything other than simple and direct, as many will testify. Sarcasm is not, however, my strong suit but I can go there. I also think, generally, that my humor still exceeds my weight, with the later closing fast.
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