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Politics : Welcome to Slider's Dugout

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To: wsw1 who wrote (5999)	8/16/2007 10:14:42 AM
From: RonMerks	Read Replies (1) of 50420

Damn Billy - good stuff. How about a little help. Now I'm usually 75% physical. 3/4 Silver to 1/4 gold and only 25% stocks. I've got nearly a full position in Silver- so my arse is a bit puckered here <vbg>. But, I'm only about 1/3 rd of what I can allocate to gold and silver stocks. I like SLW as my favorite play in silver and I know the silvers pretty good. But I really don't follow the smaller golds here. I know NEM and GG. But, I really don't follow the smaller players like EGO, or AUY that close. Heres what I want. I want producers- not explorers: 1. Large production increase upside coming into 2008. 2. I want a high-cost producer- as they will be most levered to a rising gold/silver price in 2008- WHEN the Fed reflates, which I agree they will be doing. 3. I prefer low country risk- North America preferred. So, how about the top 2-3 gold plays that fit that criteria. Ron

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