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Strategies & Market Trends : Ask DrBob

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To: kidl who wrote (99040)	6/26/2008 11:34:15 AM
From: Drbob512	Read Replies (2) of 100058

kidl: I really like KCL and RAY, too. I am nibbling at WPX on dips now, and also like TEL PON GZD as more speculative jr.fert plays, but KCL and RAY are probably the better ones. I recommend LGDI as one to do due diligence on, as they apparently have a world-class phosphate mine and may get Amex approval in the next few weeks. I don't own API, but it is a good one, too. I believe the jr. fert stocks will have another big run as potash/phosphate prices continue upwards this summer due to floods and fert demand. I missed out on the jr. coal plays and GXS. I bought more GTE on its volatile pullback in the past week. And finally I still like KXL as a speculative gold play, due to their Golden Mile and Hercules' discoveries. regards, drbob

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