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

To: Frank Pembleton who wrote (12172)	5/11/2002 8:18:17 PM
From: Cogito Ergo Sum	Respond to of 36161

Frank, that's the plan for this weekend my man. Got them both recently but I've just been too swamped with this new client and family stuff. Now what to do with all this cash.... Got those Tenke and Eldorado reports to read. Message 17455185 But in a nutshell with TNK it's the political issue that grates. BTW I was on the bid for TNK Friday but alas a little too cheap. That 'wondering' remark ... well I'm always wondering see below ;o) Indecesion time: Are we at the start of a gold bull ? (I think so but big gains are making me antsy none the less). Do I play conservative and bank more profits now and start again ? (Like ELD on first go around, MFL and recently BGO) Should I buy back into some NEM and RGLD (examples) cause if this is really the 'start' they have much further to go too and I'm way overweight (read exclusively) in juniors now or should I just re balance and up my positions in ELD, BGI, TNK, IMR and MAE etc....although except for MAE they are pretty big already for me. And no I don't expect or want an outside answer, I'm just thinking out loud ... I like to worry it's in my nature but it might explain why I seem wishy washy at times ;o) As Vinnie Barbarino said .....I'm sooo Confused... regards Kastel EDIT You might say I've become a victim of my own success recently