Imperial Metals (IPM.T) Message Board

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

IPM 1.940

+1.0%

Nov 7 3:59 PM EST

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To: refugee investor who wrote (945)	12/16/2011 5:37:31 PM
From: Italian Investor	Read Replies (1) of 1366

I am hanging in there and I am beating the market again (+1.5% ahead of the S&P) mainly due to MBI blasting off and buying JEF when it was under pressure. Yea I saw that Imperial split was briefly excited then I saw the news of the split. Latest from Bruce http://www.fairholmefunds.com/pdf/FDIC3QReport.pdf . I am a super bull on BAC I think a lot of people are tempted but scared to pull the trigger on this name it is insanely cheap IMO. Monish took a pretty large stake in BAC latest filing, and Paulson is buying it again. Not 2 of my favorite guys but thought I would mention it since there is not much good news for BAC accept what matters the fundamentals. JEF reports earnings Tuesday can’t wait to see how much more shares/debt they bought back @ these levels. MTU had a pretty good outlook unlike most financial companies it is a solid holding for me. I am very excited going into 2012 unlike I was going into 2011 I think what I hold is comparable to 2007 & 2008 in valuation wise. I have been posting on the Yahoo boards lately because you are on strike lol, but there is nothing really new I own the same names the only change to my portfolio was I sold MBC.TO when it was over 3 to buy more BAC and AIG. Still love MBC.TO just to many ideas and not enough money to go around :(

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