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

To: TobagoJack who wrote (17485)	8/18/2002 9:03:06 AM
From: Frank Pembleton	Read Replies (4) \| Respond to of 36161

Jay... I looked at your list of stocks and the ticker symbol SWC jumped right out at me. Why would you hold a stock like Stillwater? When I look at the PR I see a company that's embroiled in legal turmoil, one that's had a high profile resignation from the BOD, a company with rising production costs with a looming asset write down and a management team that's considered incompetent. I've noticed you aren't geo-phobic and you do have some investments in Africa - so why isn't Amplats in your portfolio? One other thing to consider - since I don't believe that the U.S. will go to war, I can see sub $18 crude sooner rather than later - and for what it's worth the U.S. currency is denominated in oil rather than gold - cheap oil = strong $ = stock market rally = sub $300 gold. If you really need a platinum producer in your portfolio go for the one that pays a hefty dividend - IMHO AAUK is buy - SWC ain't. AAUK vs SWC finance.yahoo.com Regards, Frank P.