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Gold/Mining/Energy : Imperial Metals (IPM.T)
IPM 1.880+0.5%Nov 14 9:30 AM EST

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To: refugee investor who wrote (422)5/26/2010 1:30:35 PM
From: Italian Investor  Read Replies (1) of 1366
 
I started gaining intrest in CF when I saw insiders buying then I got more interested as they reached a 52 week low. They have been in the news a few times in the past year or so making numerous offers for Terra Ind. The have a lot of cash on hand and are trading @ very nice multiples. dealbook.blogs.nytimes.com

None of these holding are from Baupost, I do not follow many of his picks because I do not understand them, I try to understand them sometimes because he is one of the best but I do not follow his investments much. He is too smart for me and I really see what he sees in an investment. Breitburn I looked at that name a year or so ago when I found out he was investing in it but I passed for some reason. Paramount has been strong, and that is the reason why it still is on my watch list. I believe Natural gas is cheap and I have a good chunk of money betting on it.IF you get involved stay away from the ETNs they are expensive they do not track natural gas correctly! T-Boone and Watsa have been buying SD, GMXR insiders have been buying, Clarke owns about 20% of TI-UN.to a stock that I am the only one buying on the american TVICF.PK all the volume is from me lol. CHK Ichan, and china have been interested of late.
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