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Gold/Mining/Energy : Imperial Metals (IPM.T)
IPM 1.980+2.1%Nov 10 3:59 PM EST

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To: refugee investor who wrote (806)4/3/2011 8:56:37 AM
From: Italian Investor  Read Replies (1) of 1366
 
Faber as you know is also buying Japan and gave out some ideas before the crisis. I have been following Fabers picks but did not pull the trigger on any of them yet.

FAIRX is having a bad year everything in Berkowitz portfolio is under performing. I am looking to add to some of his top picks MBI, BAC and AIG.

Also Tech is underperforming and I am looking to add to CSCO and MSFT, I also have a small position in INTC that I am looking to add too. Also, looking to get back into DELL and HPQ because they are cheaper than when I sold now. Subtracting the cash on these names they trade @ pretty attractive multiples.
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