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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 (1038)4/3/2012 10:38:50 AM
From: refugee investor  Read Replies (1) of 1366
 
Depressing! I guess five years is better than nothing..

Are you on John Mauldin's email list? I am for some reason, I read it occasionally, but I have not decided if he is a quack or not. Anyway a recent number was pushing some investment letter that he is now going to be connected with, and just what I hate most, bold type, paragraph after paragraph of come-ons, super-low subscription rates etc. Anyway they are going to concentrate on foreign stuff and they hinted at several names, one of which sounds a lot like Kinnevik. (Still not a bad deal but it was nicer 130% ago! Oddly enough Kinnevik own a couple % of Groupon, whatever that is, gold mine or trash pile.) Another name sounds a lot like this outfit: markets.ft.com

As long as you stay flexible you will be fine. Your port changes so fast it is hard to comment on!
What about Peabody, not cheap enough? Seems likes the best of a bad bunch.
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