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To: marginmike who wrote (209255)	12/12/2002 12:51:01 PM
From: NOW	Respond to of 436258

"Casey Jones you better watch your speed"

To: marginmike who wrote (209255)	12/12/2002 12:52:15 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 436258

I agree, had to cover my ABX hedge on the break out. Next stop is 376....and 155 on the HUI

To: marginmike who wrote (209255)	12/12/2002 1:02:57 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 436258

the problem i have w/physical gold is where do you keep it? GSA was saying recently that there is talk of an exchange-traded bullion security coming to market. that would be interesting. one question i have is how one's gold allocation should be changed depending on whether one owns miners or physical. i could see owning a lot more bullion than i would miners--say, 30% of portfolio. conversely, it seems one gets more bang for the buck from the miners. the question is how to quantify this. i had settled on a 5% miners allocation for some time, but i upped it to 10-11% a few weeks ago after (yet another) bullish piece on NEM in Grant's. NEM is by far my largest position, but i also own some Tocqueville as well as the stocks recommended by GSA.