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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: Joan Osland Graffius who wrote (183)	8/19/2001 1:57:50 PM
From: isopatch	Respond to of 36161

Joan. Quite true. I'm not against investing in the S.A. stocks. My only point is that I wouldn't concentrate on them exclusively. Some geographical (country) diversification just makes sense when MORE than one of them is a risk factor we have to include when we plan the overall portfolio. Look at Indonesia. There are investment ops there. But S.A. is more stable IMHO. I could go on and on. HGMCY trade in April/May worked out just fine. And will probably include S.A. in my trading/investing plans in the future. Just arguing it's prudent to diversify into a number of different countries, with different labor pools, political environments, etc. That way, country specific "bolt out of the blue" event can weigh on more than a fraction of your overall precious metals portfolio. JMVVHO, of course. Cheers, Isopatch