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Gold/Mining/Energy : Canadian blue chips
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To: Goldberry who wrote (10)5/17/1999 7:29:00 PM
From: SofaSpud  Read Replies (2) of 36
 
Graham / Noranda

I don't follow the company per se. I hold EBC.A and Falconbridge, which are both related to Noranda, and both of which I would term late-cycle prospects. FL has had too much of a run this year for me to add, but I remain a buyer of EBC.A under $19 or so.

Take a look, too, at Dundee Bancorp (DBC.A) -- in addition to the mutual fund business, there is considerable commodity exposure (primarily zinc). Of my list, it's probably the one that has rebounded the least. Finally, I would lump Agrium in as one that, for those of you who are patient, is likely to give a good return at one point or another as the agriculture sector recovers.

JMHO.
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