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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: ild who wrote (22942)12/6/2004 12:07:24 PM
From: Carlos Blanco  Read Replies (2) of 110194
 
What are you favorite miners? Other holdings? TIA

caveat emptor. generally speaking wrt. stocks, i pay/let others do the research and then pick what makes sense to me from a macro & long/medium term perspective. i don't usually trade 'em and add on dips if possible.

largest gold mining positions
NG/DSM/AZS.V/AUY/EDV.T
largest silver miner positions
FR.V/SSRI/WTZ/SRLM
copper positions
NTO/TKO.V
dollar hedges
BEGBX/FAX/CEF/FCX.PR.C
other natural resources (e.g. energy)
PSPFX
water
CWCO/WTR/FSI

some SI-discussed stocks which also i hold for the medium/long-term in smaller positions are CKG.V, GRZ, HUGO, OZN.T, AQI.V, PAL, XRC.V, AGC.H.
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