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To: isopatch who wrote (89314)3/27/2001 2:11:21 PM
From: rails99  Respond to of 95453
 
Iso: OT/ Maybe on topic now. My opinions/results for the yellow metal:

OK(likeit) price imprvmnt vol. drawback
DROOY yes yes ok yes N
GLG maybe no ok its in CA
GOLD yes yes yes! yes N
HGMCY yes yes yes yes N
MDG yes yes yes unknown
PDG no no toomuch yes
RGLD yes yes no yes N
AEM yes no yes? no
SIL yes yes yes no
PAAS yes yes! yes? unknown
FCX maybe yes toomuch (copperdemand?)

Note: N= "national land grab of minority holdings a distinct possibility in this turmoil in SudAfrica?"

All this is my opinion of recent market action in the metals, since I got involved fairly recently. Just learning about "true" sector/cycle investing methods.

Thanks to all who have contributed to the thread,

Rails

PS: This looked better before I posted the thing. Got to go for now. Maybe can improve later. Sorry.