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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (47017)3/5/2004 9:53:42 PM
From: Cogito Ergo Sum  Read Replies (1) of 74559
 
Hello Jay,
Still about 40% cash... sold and rebought some gold (GGG.to) which made my broker happy.
Added a few energy shares... FCP.to VAQ.to KER.to... sold some more PYR (yesterday and think I'll hold the remainder which free a few times over, for an indefinite period.... or not.

looking for some more candidates to pare..
I think I have a bit more time now or is it just the luxury of 40% cash easing my mind ....

On the trusts... I hope I don't sound to unpleasant but 15%-20% (or better) is what I hope we may see if some tax hanky panky materialises throughout the sector.. I don't like being without the income stream... I think the opportunity cost is low at this juncture but as always we shall see.

Spots..
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