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Non-Tech : Invest / LTD
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To: Peter V who wrote (3602)10/1/1998 6:49:00 PM
From: Lucretius  Read Replies (3) of 14427
 
in % terms, ASA has seen a bigger bounce form the bottom if I recall correctly? Don't compare daily point moves to try and decide who's best. ASA's largest position is AU, it makes up around 25% of the portfolio so actually, you do own it (G) I think NEM has seen the largest move out of all the golds. Keep in my mind, I like the US golds fine, but I think L-T S. Africa is the place to be. I see US corp tax rates rising in the future which will hurt US golds. Also, the S. African golds are valued currently at a discount to the US golds on an earnings multiple basis. Consequently, the S. African gold's dividends are better.

AU, GLDFY and ASA are my favorites.

-Lucretius

BTW- die DELL die (GGG)
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