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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 457.82+1.3%4:00 PM EST
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To: TobagoJack who wrote (59418)12/28/2009 1:33:44 AM
From: energyplay  Read Replies (1) of 219665
 
I expect the Paulson fund will not be able to get into and out of the smaller names.

Almost anyone with 10k and a discount broker would be able duplicate their portfolio or create an equivalent.

One way to add value would be to have geologists and mining engineers select companies with better properties and buy companies with one or two great properties.

Many of these names have multiple properties, and well known properties, so it will be hard to add value.
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