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To: bcrafty who wrote (89557)1/17/2004 8:11:38 PM
From: nspolar  Respond to of 209892
 
Interesting questions.

I don't follow EWI enough re their specifics to feel qualified to respond, but yes I feel that anyone who has missed the most bullish sector of any, during the last few years has to look at what they do. Not trying to pat myself on the back here. It is funny, I got into golds after getting my ass ripped just prior. Not ripped literally, I just lost an awful lot and a little more of what I had made during the year prior, by making a big mistake. It hurts to leave money on the table that way, maybe more.

It has been recommended to me of late, via pm's, to take a newletter subscription. The recommendation is a for a well known dude who of recent is mostly right on one call as I see it, wrong so far on another, and neutral to wrong on a third. The dude is a guy I do follow some.

Maybe all this says something about how hard this gig we are in really is, and yes maybe luck does play a part. So why do I need a newsletter? More confusion?

Right now re golds I am ambivalent, with bullish leanings. Just going to see how it rolls along here.

For some liquid issues I still like BGO, Drooy and CDE in no particular order. If I had to order them I would probably put BGO last, and maybe CDE slightly ahead of Drooy, although Drooy could outperform nearterm. Silver is going to outperform gold from here imo.

I like several other small ones, CALVF, MNP.v, SVL.v, SGD.to are some I hold. There are many others, each individual seems to have their reasons as to why one is better than the next. If gold pops on up, many will do well.

Hoping for one big frothy ending to the primary.

In the meantime I continue to dribble a little in to USPIX. It is likely to see 100 again before 0.