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To: LLCF who wrote (62920)	1/30/2001 10:43:00 AM
From: Lucretius	Read Replies (1) \| Respond to of 436258

exactly my point. gold is drifting along the bottom but will soon begin its bull. its VERY early in the cycle. the big caps typically outperform at this point. just because gold turns up doesn't mena these juniors go up. don't forget that gold rallies because stocks become less desireable and the currency becomes less desireable. all of which imply that int rates have/will move up. that means multiples contract. most jr co's don't even have earnings. so they will be less desireable. what you want at this point are large unhedged co's that are profitable. imo...