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Politics : Gold and Silver Stocks and Related Commentary
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To: orkrious who wrote (17090)8/12/2005 11:03:17 PM
From: Claude Cormier  Read Replies (2) of 18308
 
Remember that CKG and NW are two version of the same play: La Juliana. One conservative and one speculative. It make no sense to own large or very large position in both.

I think I once suggested a CKG:NW dollar ratio of 8:1 as making sense for big portofolios and 3:1 for average to small portfolios.

-. I have what was a large but is now a small (splitting the hard way) position in QRL.to/QEE. Over the last few days I've thought about dumping it for CGE.

A very good idea, IMVHO.
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