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Strategies & Market Trends : Ask DrBob -- Ignore unavailable to you. Want to Upgrade?

To: bcrafty who wrote (59440)5/11/2002 4:21:25 PM
From: Louis V. Lambrecht  Respond to of 100058
 
bcrafty - was indeed contemplating Harmony.
Partly because the co. is on old favourite of my local bourse, pretty liquid. Non-US controlled equities can be a precaution in the years ahead.

Would I do so, OTOH, would result in y port replicating the holdings of ASA. Meaning that I would better trade my NEM and my GFI for more ASA.

No way would I sell my GFI while Chris Thompson works on share value mips1.net. He wants the same EPS for GFI than US stocks have. Way to go, and the man has a track of record: see the share price these last 3 years.
Last but not least, GFI distributes 50% of their profits in dividends.

OTOH, there still are rumors of a takeover of GFI by ABX or ABX/AU. This could be a decoy for a run after HGMCY.

You may choose GFI or HGMCY.
On the raw numbers, HGMCY sould be the choice.
But if you include management in the process, GFI wins.
Pat? Dunno.
Good re-entry for HGMCY would be $13.2 (their last share placement 2 weeks ago). Doubt, given my current expectation of a gold run into the Summer, that those prices will be seen again.

Decisions, decisions,.... still 35 hours till my local market opens. <g>



To: bcrafty who wrote (59440)5/11/2002 4:23:42 PM
From: stan_hughes  Read Replies (2) | Respond to of 100058
 
bcrafty - Good stuff indeed, but what is it about gold bugs that makes them all sound like OTCBB hot tipsters, even when they've got the facts straight?

Too many years in the wilderness making too many presentations for raising capital during the lean years?

Even though I'm long gold, the overkill language still sets off alarm bells in my head - it's probably my single biggest discomfort with Old Yeller stocks


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