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


To: russwinter who wrote (33587)12/26/2004 11:13:34 AM
From: orkrious  Read Replies (1) | Respond to of 39344
 
I do feel we are in a unique spot right now in the sector, probably the best opportunity since 02.

I know you think the juniors will outperform the large caps, but do you think we are going to have the same kind of move where the HUI went from 92 to 258 in 18 months?



To: russwinter who wrote (33587)12/26/2004 1:14:31 PM
From: loantech  Read Replies (3) | Respond to of 39344
 
Russ I understand and know you are busy. Your contributions are noted and I will point lurkers and readers here often. As to your other post:
Message 20888781

Here is a list Bob compiled (thanks Bob) of Amex cross listed stocks. He has one listed on his NYSE list I am including a they have done some mini-munching already and people should make note of it and that is Kinross.

Russ do you mind making a quick glance at these names and picking what you consider the best 15 and 20.(Your post already mentions 10 names<g>) I plan on doing a shotgun approach sometime in 2005 with 200K or so and buying $10K worth of 20 stocks or maybe 15K of 15 stocks or 20K of 10 stocks, still undecided.
ANO anooraq, SIl apex, AGT apollo, AZK aurizon, BGO bema, CBJ cambior, CAU canyon, CGR claude r, KRY crystallex, DEZ desert sun, DJR dcr resources, EGO eldorado, FNX fnx mining, GRS gammon lake, GRZ gold reserves, GSS golden star, GBN great basin, IAG IAM gold, LCC lumina copper, MRB metallica, MFN minefinders, MGN mines management, MNG miramar, PAL na palladium, NAK northern dynasty, NTO northern orion, NXG northgate, OZN Orezone, PMU pacific rim, QEE queenstake, RIC richmont, RNO rio narcea, RBY rubicon, SA seabridge, TGB taseko, VGZ vista gold, WTZ western sivler, WHT wheaton river, AUY Yamana gold, KGC kinross.

Russ here are my personal picks please critique. Based on smaller price multiple for greater leverage, lower cap / ounce, political stability (my opinion only), etc.,
ANO, AZK, CBJ, CLG, EGO, GBN,MNG,MRB, NXG, NG (my only big multiple),QEE, RIC (Old favorite),AUY, and KGC and one none notices JAG.to.(Not on any specila list amex or NYSE)
Tom