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Gold/Mining/Energy : ABER RESOURCES

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To: Lorne who wrote (815)	11/10/1998 5:53:00 PM
From: Tomato	Read Replies (1) of 2006

Lorne, I wouldn't characterize it as nit-picking. I decided to do some follow-the geniuses this year and it got me serious percentage losses in PAASF (a proxy for Buffett's silver investment) and ESV (Ensco), Richard Rainwater's pick that went from around 48 to 9 5/8. I believe Rainwater and his wife Darla Moore, another superior intellect, are big into Columbia/HCA, which is a big loser. Also, if you bought Coke at it's peak you'd be hurting and will probably be hurting for some time, since it's way overpriced IMHO. So, to summarize, I don't think it's nit-picking to question the prudence of following "smart money."

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