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

To: Frank Pembleton who wrote (12185)	5/12/2002 12:13:36 PM
From: rails99	Read Replies (1) \| Respond to of 36161

Hi Frank: Holding mine for the long term. If I have (only?)one security that I end up with, as in "holding the bag" for another 10 years or so, it will just have to be SWG. If I bot it too high, I may sell and take the loss. I do not see any of the juniors/explorers as a loss, if this is a bull run for the PMs, they will surely do OK with a little PR. All we have to do now is let the MMs and the PRs do the work, if this is a true bull run for a couple years. Not used to holding something very long term, but is it wonderful to hold em long term, or what? I will not mind some big long term gains at a very low tax bracket for once. Way I look at it, defer as much in gains as long as possible, trying to take profit gradually next couple years would be ideal for me. 'Course, if it all must be sold at max spike high some time, I may see the need to abandon long term outlook. Still my thinking: That lows of Oct late this year or next will give short term buy opps; but, on a large portfolio basis, I will wait for the drawn out years of final capitulation. Got any strategies for this options expiry week? Best Wishes; Rails

To: Frank Pembleton who wrote (12185)	5/12/2002 1:22:43 PM
From: jackjc	Respond to of 36161

I agree on SWG , finally sold month ago, small position, don't want any more multiple play stocks with PGM or diamond interests, only PM with maybe cu.

To: Frank Pembleton who wrote (12185)	5/12/2002 5:28:08 PM
From: waverider	Respond to of 36161

Kinross (KGC) and Bema (BGO)...have been evaluating them all weekend wondering what has been the flame under their collective stock price moves. Both have a major portion of their efforts in Russia and interestingly both have a 50% interest in the Refugio mine in Chile. Not much in North America for BGO. Both have some hedging by it appears to be moderate when compared to their output. I'm impressed with Kinross's debt reduction from last year. Few companies I've ever followed have been able to pull off such a dramatic improvement. Both seem to have strong balance sheets. KGC has 334 million shares out, BGO has 159 (don't this includes last week's share announcement) KGC has a 692 million market cap, BGO has a 176 market cap A little unclear about proven/probable reserves, but it appears BGO has the most. Would appreciate any opinions on these two outfits. Shopping around for a place to put the money I took out of IDU and some energy service stocks last week. BTW, I forgot to mention CAH. I brought it up here as a good health care play. The stock has broken down and I was stopped out. Also RIG is testing some support lines here. Another mention from the past, TRC is doing very well. wr