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Gold/Mining/Energy : Imperial Metals (IPM.T)
IPM 1.7600.0%Dec 26 9:30 AM EST

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From: refugee investor11/14/2012 2:36:40 AM
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How is everyone doing?

LUK looks cheap. Not a huge surprise, their buying Jeffries. I guess that solves the succession problem.

Seagate has had a good run but still looks cheap, p/e of 3.5 or something. More important it seems to be a great business.

I bought a few more PWE shares after the latest slump. The board fired a bunch of people. One of the reasons for my original purchase was the Murray Edwards connection, so it is good to see signs of life from the board. Of course in hindsight Canadian Natural, or--wait for it--Imperial (!) would have been better. Imp keeps chugging along.
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