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

To: isopatch who wrote (31286)	7/2/2003 3:54:01 PM
From: Cogito Ergo Sum	Read Replies (1) \| Respond to of 36161

Hi Iso, Very light for me in the CanRoys. More oil weighted. NO gold. Possible trust conversion in THY.TO (Thunder), same type of play as Baytex was. If it materializes I'll take the cap gains as I have plenty of energy for this environment. PTR was a small starter position. Bought a hotel REIT RYL.UN for 15% yield. Bit of a flyer but hey we are off the SARS list ;o) Got bids in on favourite gold stocks, watching the utilities for another go. Been looking at Julius Wongs threads for China ideas. Got my feet wet with CHN. Lots of cash. I plan to add some PM's and raise some cash over the next while. Hoping to relax a bit the next few months and enjoy the summer. There is nothing like cash for that. I have to keep remembering that nothing says I need to put all my dough in the market eh! regards Kastel