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Strategies & Market Trends : Ride the Tiger with CD

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To: ogi who wrote (103825)1/22/2008 3:12:52 PM
From: Claude Cormier  Read Replies (2) of 312378
 
- So, BULLION, CASH, and large positions in fewer stocks, like CN, CPQ.

That is a strategy that could do very well. I have also increase my physical gold position, but cannot see myself withouth the guys like MFL, EPM and company even if they have not perform extremely well so far. I also onw the CPQs and CNs for the kicker of the new discovery, but they are smaller positions for me.

I am getting old and do not have as much speculations as I had some 10-15 years ago when I could put 50% of my PF in a diamond stock in Congo. Today, 5-6% in a stock like CPQ and 2-3 % in one like CN is enough for me. But I do not mind a 15% in gold and less speculative stocks.
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