Imperial Metals (IPM.T) Message Board

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Gold/Mining/Energy : Imperial Metals (IPM.T)

IPM 1.880

+1.6%

Nov 14 3:57 PM EST

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To: refugee investor who wrote (601)	8/23/2010 9:06:37 AM
From: Italian Investor	Read Replies (1) of 1366

Hey, did you decide that Bruce has 50% in financials? Just looked at his 13f again and it is very close--I got about 5.8 billion, not counting LUK or BRK as financials. Yea I got about the same thing 6.3B (think you missed his new holdings MBI and MS) or 58.12% of the portfolio not counting cash. I been adding to AIG lately, it is my top financial followed by C and GS, I am up 20% on C (have a 3.17 buy price wished I sold @ 5 and bought back) and up 12% on GS (132 buy price) and slightly red on AIG @ the moment. Looking to add to AIG but it is tough because funds are limited @ the moment because I have been aggressively adding to SD making it in the # 4 slot as it hits new lows everyday and other holdings. Really starting to look stupid cheap on that name. Wow you are thinking of dumping WTM that is tough after 10+ years. It might make sense for you too sell half and put it elsewhere. I think WTM looks cheap but I am not crazy about that sector as I am with other areas like Agriculture, Energy and now financials.

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