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Gold/Mining/Energy : Imperial Metals (IPM.T)
IPM 1.920-2.0%Nov 6 3:59 PM EST

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To: refugee investor who wrote (1151)8/30/2012 10:52:40 AM
From: Italian Investor   of 1366
 
Yea I own GM, the reason I picked it over F was because I like there financials better. They both look cheap looking @ the P/E but when looking @ every other valuation measure GM is much cheaper. Also there are way more gurus in this name than F. Pabarai has almost 20% of his hedge fund in it, Eihorn 5.5% and Tepper 3% and there are many others. Looking @ F it is only Tepper that holds a 2.3% position. Lou S, noticed he has a very small position in OAK that is a name I have been trading here and there like Howard Marks, very well managed company.
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