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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: russwinter who wrote (431)	8/20/2003 6:40:54 PM
From: loantech	Respond to of 110194

Russ, The stocks have ran well but I am holding mostly resource and drill hole plays. will take some profits on some of Claude's recent picks of the last few months but am adding to these: 1.I had sold WTZ late last year and just picked up a nice position. Am adding to it. 2.Back into YMU.V did okay last time trading for a quick flip. 3.Going to add RIC which has initiated a buyback program, has recently signed a JV with PAT.v and they plan on a few other acquisitions this year. 4.Going to add back to my existing position with CKG as Randy was the 1st small person in Venezuela years ago and sold a package to Bob Friedland and then discovered Marlin and El Sazaul and I believe he has some exciting properties lined up. 5.CBD as I have a very nice position but it keeps running on it's own merit that I do not feel is all POG related. They have hit some more nice holes etc. Glad you are back, Tom