To: Letmebe Frank who wrote (286 ) 2/19/2002 3:02:14 PM From: russet Read Replies (1) | Respond to of 613 Hi Frank,... In a year, you may be right about Twin, but the odds are stacked against us for the next bit. Interesting that Baffin North and areas around are now involved in a staking rush with Rio Tinto, De Bums, MPV.t, NEM.v, SWV.v (Northern Miner Feb14-18) But March ushers in the traditional "dump the speck exploration stocks" season. If the average routine of the last 25+ years takes place, the PDAC generally sees the end of the run in exploration and many other spec stocks, presumably because the insiders and pros sell to refill their coffers near the highs so they can get ready for the next set of PP's with cheaper prices for the shares with attached options. This sets them up for the next spec cycle. Shortly dream weavers must work to give us results instead of providing us with visions of riches. Most will disappoint the faithful,...those that surprise will provide us with another kick at the can. In the past, holding past March has generally resulted in reductions in my portfolio values, unless a company has earnings or near earnings to support its stock value. SUF should do well this year with earnings about to ramp up. There are currently a lot of doubles, triples and more out there in exploration specky land, which are dependent on investor excitement for diamond mania, or the price of gold hysteria. I find it hard to believe that upward movement will continue for much longer this season, particularly with the dismal results coming out of the main diamond plays, and considering what the higher prices for gold will likely do to demand for the metal. Speculation can quickly reverse what it has accomplished, and we should all realize that "it is different this time" is a fool's (or liars) statement 99.9% of the time. These are not good odds. Everyone is relying on a coarse diamond curve miracle now for all these diamond plays in Canada, because the initial results suck, but that's beginning to look like a desperate straw the promoters are holding out to us. I don't see the long time average of 1 economic kimberlite occurrence out of about 150 being violated here, just because we are in Canada. There is probably more kimberlite in Canada than anywhere else in the world, so there will be lots of uneconomic stuff if that ratio is maintained. Perhaps a good bet now, would be that Canadians continue to eat hamburgers, chips and rootbeer this year outside the home. In that case, AW.un which gives 3% of top line revenues of A&W restaurants is the place to be,...that's about 9% yield with todays prices. Do any gardening? Sungro, a peat moss producer is about to come out with an income trust IPO. A lot of the oil and gas trusts are giving 15 - 20% distribution,...may be a good place to hide for a bit. These income trusts seem to be the next hot market area, because a lot of the frantic money seems to be going to them. (gggggggggggggggggg)