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To: Frank Pembleton who wrote (91495)6/12/2001 5:00:42 PM
From: isopatch  Respond to of 95453
 
Good day. 9 out of 9 stocks up.

Core PM positions closed nicely. In order of size:

CDE up 8.4% (increased pos size 40% on last wks dip).
KGC up 7.9%
MDG up 3.3%
HL up 10.7%

Adding to PM holdings on dips. But maintaining sizable core positions as was the case in the patch Bull Market of 1999 and 2000.

Defense stocks RTN up over a buck, RTI up nicely and REMC up 13.1%.

LOILY and MWP also up.

PM sector continues as largest portfolio weighting.

Cash 38-40%

Gotta run

Isopatch



To: Frank Pembleton who wrote (91495)6/12/2001 5:33:38 PM
From: barrcuda  Read Replies (2) | Respond to of 95453
 
That article reads like an editorial. It's so hard to get these guys to say anything good about PMs, even when they are beating everything else out there. He is not changing his forcast on gold? A far cry from forecasting a bull in gold? A tinge of inflation concerns? Give me a break. The whole thing is a slam on Gold. I don't get it.

Dave


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