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

To: mishedlo who wrote (29221)	3/23/2005 12:52:31 PM
From: Horgad	Read Replies (1) \| Respond to of 110194

Yes I would put GFI at the top of the list and maybe add ASA for even more stability if you you don't mind the platinum. GFI management has been exceptional. They reacted very quickly to protect themselves in the face of a strong RAND by diversifying out of SA. Of course, that probably means that they lost some of their leverage potential in a weak RAND senario, but their added stability makes up for that. Besides after the DROOY fiasco, I am thinking leverage is not all it is cracked up to be. :) IMHO