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To: Frank Pembleton who wrote (91539)	6/14/2001 1:11:09 PM
From: isopatch	Read Replies (1) \| Respond to of 95453

Go gold! "Iso-vestments" portfolio definitely sportin' da big grin. And suspect it will - AGAIN - for the year as a whole. Quite for the day: "A few good years in the patch does not a fortune make."<G> As a few of us here have been preaching for many months, ya gotta know when to change from one sector horse to another. As Patton once put it, "Forgive me Lord, for I do love it so." Whata great biz this game is! Oh yeah!<GGG> Isopatch

To: Frank Pembleton who wrote (91539)	6/14/2001 2:38:32 PM
From: Cogito Ergo Sum	Read Replies (2) \| Respond to of 95453

frank, good day eh! :o) I'm back in DROOY for a while now and K.to this AM but well off the lows as I was busy with a darn customer :o) The relative strength of our buck vs the greenback are making me a believer in dip buying (re: PM's). Funny about the fund thing, I was looking for funds that held Kinross in their top ten holdings the other night and came up with only two CDN PM funds so far.Quadrus (never heard of it before) and London Life PM fund. I own neither but I'm shopping for a place to plunk some of my kids MM fund cash. Still holding one E&P for ELH / California exposure and I am still eyeing getting back into a few trusts, but I'm pretty wary at this point. I'm also looking at some junior miners. regards Kastel