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

To: Frank Pembleton who wrote (9716)	3/21/2002 7:57:49 PM
From: Cogito Ergo Sum	Respond to of 36161

this company also has an identity problem, is it a copper and zinc play or is it gold and diamonds? LOL As you know I hold some and one reason is a 'safer' way to get some diamond exposure. Someone else (can't remember who at the moment) called it a 'mutual fund' :o) regards Kastel

To: Frank Pembleton who wrote (9716)	3/21/2002 8:13:59 PM
From: gold$10k	Read Replies (1) \| Respond to of 36161

Frank, I think that there's a lot of value in SWG, but that it will consolidate and perhaps retrace for a while. I currently have no position in SWG, but will be glad to re-buy it once it is better "rested" and shows signs that it is ready to rise further. Meanwhile, I have other fresher horses. <g> Just my opinion, vt

To: Frank Pembleton who wrote (9716)	3/21/2002 9:00:51 PM
From: TrueScouse	Respond to of 36161

Frank: Your reasons for not holding SWG are all good ones --- which just goes to show that investments must fit your personal style and risk profile. However, I've decided that it fits in well in my pf, precisely because it's a play on several resources -- not just the pms. It has underperformed over the past year or so, but I remember it moving very fast to the upside a few years ago precisely because of it's lack of liquidity. So I'm fairly confident that it's a reasonably safe piece of my pf -- but meanwhile, if I'm patient, I think it has huge upside potential. But they're all risky of course -- wherein lies the potential reward! Best regards, Howy