Imperial Metals (IPM.T) Message Board

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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: Italian Investor who wrote (1027)	3/23/2012 3:24:01 AM
From: refugee investor	Read Replies (1) of 1366

I am not a fan of laptops either. One point about L, if you buy it don't hope that it will lose its conglomerate discount anytime soon. I think it has had it for decades in varying degrees. I started doing some research into SD and James River. I know you have mentioned SD off and on but I have never followed it. It sounds interesting, I might buy a little. I guess it is not as cheap on an absolute basis as a chart would indicate since there are now 3x as many shares as a couple of years ago? It is risky in the sense management are optimistic go-getters, but it seems like they are pretty smart and also lucky so far. (The state XCO is in reminds me too much of my nat gas dog to get interested, exactly the same.) Have you read the James River analysis from Morningstar? Boy, do they hate it. Said it will probably go bust AGAIN in a couple of years, if it does not go bust it will be because of the latest acquisition of the metallurgical coal. What about CNQ as a blue chip energy holding? Seems pretty cheap to me. If you are thinking higher quality..

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