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Gold/Mining/Energy : Precious and Base Metal Investing -- Ignore unavailable to you. Want to Upgrade?

To: Condor who wrote (6643)	1/6/2003 9:09:19 PM
From: mishedlo	Read Replies (1) \| Respond to of 39344

siliconinvestor.com

To: Condor who wrote (6643)	1/7/2003 11:42:28 AM
From: Claude Cormier	Read Replies (3) \| Respond to of 39344

My choice: 1) Between 10-15%: GoldMoney 2) Between 50%: Chesapeake Gold, Iamgold, Wheaton River (with greatest emphasis on CKG) 3) the remaining: Other Gold and silver stocks

To: Condor who wrote (6643)	1/8/2003 7:00:18 AM
From: tyc:>	Read Replies (1) \| Respond to of 39344

The Gold I would choose for a balanced portfolio is spelled ABX. I believe that the price is depressed right now because of the perception of the risk that their hedge position will blow up. But if you believe in diversification, you believe that the higher the perceived risk the higher the return. The probabilities are that from current risk-depressed price levels, ABX will outperform the less risky unhedged miners. Don't you have a balanced portfolio to reduce the overall risk while enjoying the high returns of the individual components ?