Further to a recent post on the Mar-West thread junior resource fans:
Sunday, Nov. 2nd's Toronto Star has a "Choice Portfolios Update" where, along with fellow mining analyst Art Ettlinger from Yorkton, Doug Leishman has added 2500 shares of Mar-West to "The Peach" Portfolio begun on April 1st (97?). From a $50,000 base the holdings (including $7,477 cash) are now valued at $61,752. I presume all currency figures are in loonies as the chosen stocks all trade on Canadian exchanges.
Current holdings include (without my knowledge of amounts of each and history of "The Peach") the following: AMC-V, BIL-V, BAY-T, DRZ-V, LCR-V, MSR-V, NAI-A, SPE-V, and PUM-V.
They're obviously doing something right with the selections they've made compared to the overall shape of this sector. |