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To: Crimson Ghost who wrote (90225)4/18/2001 11:24:51 PM
From: isopatch  Read Replies (1) | Respond to of 95453
 
Hi George. Looks like several of us

have been adding to our gold stock holdings.

Bot HM today @ $6.91. And filled my AEM position yesterday for an average basis of $6.73. Also have a sm pos in GLG that I've had for a long time that I should add to.

Also like some of the defense stocks. Have done well with RTN.B and bot back part of my old position on the opg today @ 31.75. Great LT play on that one IMHO. Wish I'd jumped on more.(g) Also bot RTI a few days ago.

Interesting thought about emerging market funds.

Isopatch



To: Crimson Ghost who wrote (90225)4/19/2001 9:23:55 AM
From: Roebear  Read Replies (1) | Respond to of 95453
 
Hi George,

Glad to see you visit us here, don't be a stranger, come back often.
The PM's are definitely tough to time though I usually try, but now I agree, it's now our turn to buy on the dips as the techie dipsters did for a few years.
Your mention of emerging markets is significant I believe, I need to do some work on that one.

Best Regards,

Roebear


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