Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: isopatch who wrote (91557)	6/14/2001 5:23:24 PM
From: isopatch	Respond to of 95453

PMs one of VERY few areas for longs AGAIN today CDE & KGC continue as my 2 largest PM pos as they have for some time. Also continuing with MDG and HL, as only slightly smaller holdings. All are core positions, in size. Will add on any good dips. Sales of lg REMC pos and part of lg RTI pos, yesterday, looking pretty good today. Cash now up at 46-47% (vs 38% a wk ago). For my trading style, that's where it should be, for this correction in the broad market. Cheers, Isopatch

To: isopatch who wrote (91557)	6/14/2001 5:26:43 PM
From: Roebear	Read Replies (1) \| Respond to of 95453

Isopatch, "Hey Mikey, I think he likes it" ggg I'd have a devil of a time finding fault with that market view, certainly as I know you don't like to predict like that and put you on the spot. But then your XAU/HUI call was better than mine this last reversal, so you knew I had to raise the stakes, lol. BTW, your first call for the recent market rally some time ago was right on the money and one of the best on SI at the time, as well as your recent posts indicating a pullback possibility and raising cash levels. We'll see who I can play devils advocate with tomorrow. Best Regards, Roebear