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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: LAWRENCE C. who wrote (4088)	1/1/2004 4:26:46 PM
From: Sergio H	Read Replies (2) \| Respond to of 23958

Larry, "gold and medals aren't the same thing" is true, but all of the other commodities aren't metals. Other types of commdotities include energy and agricultural products. Therefore, comparing the gold index to the commodity index as illustrated in the chart in the link that you posted, can't demonstrate divergence in gold from other precious metal prices. A divergence from other precious metal prices would be the definition of a true gold rally as precious metals normally move in a similar trend. Please keep in mind that one of the aims of our portfolio is diversification. In my opinion, one gold stock is sufficient for our folio, particularly when we also feature two other metal stocks. Ditch's interest in a gold stock or in the gold sector has far outlasted most of his other "long term" investments, so I am discounting his vote. Sorry Ditch. However, if there is other opinion that seconds your interest I will add your second gold stock to our folio.