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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 (879)6/6/2011 9:50:38 AM
From: refugee investor  Read Replies (1) of 1366
 
I am sure you have read Steve Romick's presentation to the Value Investor conference on Goldlion ( accessible at fpafunds.com) a great speech and obviously a much better idea than Chaoda..CVS looks quite reasonable too.

Some horrible articles in the papers recently about possible bank capital levels, 2x Basel III !:-((

I hope Berkowitz is right when he says it will be like the health ins scare when nothing happened in the end. The scary thing about Bruce is that most great investors get something wrong occasionally, for whatever reason, not that I think he is wrong now.
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