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Gold/Mining/Energy : Imperial Metals (IPM.T)
IPM 1.940+1.0%3:59 PM EST

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To: Paul Senior who wrote (1137)8/2/2012 8:30:06 PM
From: Italian Investor  Read Replies (3) of 1366
 
This week is turning out much better than last week and happy to say I am very close to a 20% return for the year again! Well Paul you took a nice 1st step after that report in getting your money back. RFP had a really good report and the shorts got blown out of the water @ one point it was up close to 40% when it got halted. Been buying DVN this week after the earnings miss when it was down 4%+ yesterday and again today when it was down a few %. Also, added to L on there earnings miss a few % higher than my avg buy price but I wanted to make it a larger holding and I used the 5% selloff as an excuse to do it. Feel very good holding this name and would love to take a sizable position in this name if the market plays nice. LUK got hit today waiting to add on that name seems like it will fall below 20 any day now. TSCDY is getting interesting again a few more % and I will make my position larger. Latest from Gross

pimco.com

Latest from Grantham 2Q letter bullish on farm land and forestry and seems fed up with the macro outlook like all of us
gurufocus.com

ME 19.81%
FAIRX 19.48%
BRKB 10.2%
S&P 8.54%
YAFFX 4.74%
FPPTX .82%
LUK -9.59%
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