Franco & Euro Nevada FN , EN Message Board

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Gold/Mining/Energy : Franco & Euro Nevada FN , EN

FN 465.54

-0.1%

3:59 PM EST

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To: Traveling Man who wrote (288)	8/2/1998 9:11:00 AM
From: Bearcatbob	Read Replies (2) of 658

TM, I also have violated the 4% rule and I have also read Lynch's book. In addition to violating the individual stock rule, I have not the best diversification - I am heavy into resource oriented stocks. I have not yet acted on the Uranium play. I have created a dummy portfolio of juniors and have tracked it to watch for action. The only action has been down. I suspect that the Asian thing has set back the timetable for this play also. I have a large position in Turner Valley oil and gas plays. I have hope that this play will work out this fall one way or another. A recent buy has been Berkley Petroleum at C$10. This company is also worth your attention. Tomorrow is a Civic Holiday in Canada = so happy holiday to our Canadian friends. Our vacation was a little too early. The week after we left the C$ fell another 1/2 cent - unbelievable. Bob

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