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

To: loantech who wrote (8474)3/9/2003 9:02:05 AM
From: russwinter  Read Replies (1) | Respond to of 39344
 
I would only sell WTZ down to 5-6% of the portfolio. Based on today's prices I would tend to keep it in PM and reallocate to IVN, WHT, a little more GBU, start a position in MNG, add more GBG at my .98 price a little lower. Those could all be 3% holdings in theory.



To: loantech who wrote (8474)3/9/2003 9:19:19 AM
From: russwinter  Read Replies (1) | Respond to of 39344
 
<I just don't follow any of shares in energy or defense>

I think you should, I wouldn't be dependant totally on PMs. Lately the emerging action has been in energy. You could easily see a strong rotation into defense, even as gold faded for awhile. Don't think they necessarily track together.


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