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Gold/Mining/Energy : Imperial Metals (IPM.T)
IPM 1.940+1.0%Nov 7 9:30 AM EST

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To: refugee investor who wrote (996)2/17/2012 8:17:35 PM
From: Italian Investor  Read Replies (1) of 1366
 
Yea it would be nice to see what that guy from UTAH holds. Natural gas is so cheap right now it is funny I am going to make a lot of money, but I may need some Refugee kind of patience in this sector! Bob R has been dead right on everything he wrote as far as I can remember and he is always a good read so when you get your computer fixed don’t forget to do your HW. You can tell how bearish I have become because I bought PEP today I said I would think of buying if it corrects a little bit well it is down about 13% from its highs and a few dollars away from its 52 week low now so I bought. Not crazy about the valuation on this name but I figure if I can get a 5% bounce or so in a month or few months it is better than sitting in cash. Plus if it does not move I can collect 3% on my money on a pretty safe name. Looking @ the 10 year valuations on Morningstar PEP is reasonably priced financials.morningstar.com . Now if you look @ Tesco that is a different story it is extremely cheap looking @ where it traded in the past financials.morningstar.com . Anyways I left a lot on the table reducing my financials too soon but I am still holding up well compared to some of my favorite investors below, but if I was not such a sissy I would be much closer to 1st place.

LUK 29.11%
Me 22.63%
FAIRX 19.61%
FPPTX 11.38%
YACKX 5.20%
BRKB 4.09%
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