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 (1109)	6/27/2012 2:56:53 AM
From: Paul Senior	Read Replies (1) of 1366

Thanks for the welcome, guys. I haven't looked at Imperial. I likely already have enough mining stocks -- at this point almost all are losing positions for me. I do hold though some of the same stocks you guys have been discussing: LUK, TSCDY come to mind. I also like to follow R Rodriguez and his picks and the other guys you've mentioned. Rodriguez seems to have reduced his positions in ARW and AVT-- I hold those two and recently increased my position in ARW when the stock fell below book value. I hold both because I like their low forward p/e estimates. ARW's been profitable in 8 of the past ten years; AVT in 7. In this market my buys are generally VERY small. And mostly, my position size is small too. Otoh, I almost always keep at least 200 positions spread over many sectors. My oil and gas related stocks comprise my largest sector.

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