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Gold/Mining/Energy : Imperial Metals (IPM.T)
IPM 1.9700.0%3:56 PM EST

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To: refugee investor who wrote (1299)5/18/2013 3:39:44 PM
From: Italian Investor  Read Replies (1) of 1366
 
We can only guess why Bruce bought say chk over a XCO, SD, NFX or MCF I like the latter 4 better right now. If I were investing billions CHK, and DVN would probably be in my portfolio with larger percents than the names I really like at the moment. It is hard not seeing NG over 5 by Sep and that would still be dirt cheap compared to oil. I am loaded with energy names right now it is all I own Fairfax was sold when it ran in the 400s, RFP sold again in the 16s and BAC was reduced also. Hope I time it right this time!

Portfolio looks something like Tboone Pickens portfolio would look like.

SD 22%

XCO 10%

MCF 7%

BP 5%

NFX 4%

BAC 4%

ECA 3%
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