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Gold/Mining/Energy : Big Dog's Boom Boom Room

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From: excardog	4/2/2005 11:50:42 AM
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First quarter top and bottom stocks. 1) FPPC up 120% picked by kenludwig cograts ken 2)PAR.ol was up 87% picked by rainman good job rain 3)SYNM up 39% snowshoe on this one noticed SYNM was all over the map in Q1 but closed strong anyway good pick there. Bottom three 3)RTK down 37% picked by several of you stock was doing okay at first but struggled in the last couple weeks of the quarter. 2) Short PKD down 41% arch I never quite understood the short on this one. 1) NCOC down 49% picked by none other than yours truly! Unfortunately NCOC pulled quidance in early Q1 and sunk her for now. I remain long the issue in hopes she gets turned around by year end. Overall the portfoilo was up 15% in Q1 which beat everything other than Ken Heebner who had one portfolio up 18%. Personally I was up 20.7% in Q1 even with that dirty NCOC messing with my results. Biggest winner was the overweight in FPPC which saved my bacon. I have thinned this position back to a more normal weighting. Presently by newest bb is WHIT.ob which I tend to like a lot but is too thin to get too excited about. Those of you that like these small cap E&P's might consider doing a little dd on her who knows she might be the next FPPC. Luck to all Scott

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