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Gold/Mining/Energy : Imperial Metals (IPM.T)
IPM 1.9700.0%Oct 31 3:59 PM EDT

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To: refugee investor who wrote (1361)2/16/2014 6:47:49 PM
From: Italian Investor   of 1366
 
Yes I agree with Grantham it is a mistake to export our NG, but as a NG investor I want to export the crap out of it! He might be right on oil also phasing out in the next few decades it is really hard to find any cheap oil today and all the majors are having tough times keeping up current production just imagine 20-30 years from now. I chuckled a little bit when you wrote 'non-core' (Ha!). What are the other energy names you own or dogs as you would say? I bought your PWE under 7.40 and I even went against one of my rules buying higher than when I originally bought @ 7.92 on Friday. They always had the assets now they have a good leader so only going up from here IMO, very excited about this name, so much so it is a quarter of my portfolio. The other two names I am betting big on Fairfax and the heavily shorted SFY which I guess is not for the faint of heart because of the heavy short position but it is also a 20%+ position it is this years firecracker.
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