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Gold/Mining/Energy : Oil Sands and Related Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Taikun who wrote (7363)	3/2/2006 4:01:07 PM
From: whodat	Respond to of 25575

I wish I did but most of my cash is in CDN stocks. Any US funds are invested in EWJ and TDF to get some Asian exposure to my portfolio. I guess I could have converted some CDN to US since the CDN dollar is doing so well.

To: Taikun who wrote (7363)	3/2/2006 5:02:13 PM
From: - with a K	Read Replies (1) \| Respond to of 25575

David, I never got a fill on PTII and was reluctant to chase. Nice strong finish, though. Congrats. You've clearly played this one better than me! I did buy PBG.TO again today. I know that I had earlier said I would wait a few more weeks, but I did get back in at about 18% below one of my sold lots. The news about it potentially being added to the TSX Index - and the chart - were my impetuous to get back in. Even if this news doesn't pan out, the perception and anticipation should drive PBG.TO higher, IMO. I also considered the bullish comments posted here about PBG.TO's attractive acreage and their potential. Finally, since XEG.TO only holds no PBG.TO and it's Mac's third largest position, I decided to get back in. ...a slew of resource companies are among potential additions to the S&P/TSX composite index, while coffee seller Van Houtte Inc. may be dropped, UBS Investment Research said Thursday. The expected index changes that will result from the regular quarterly review will be announced between March 9 and 14, UBS said in a report. The changes will take effect after the close of trading on March 17. In addition to ING Canada, analyst Garry Cooper listed 10 other companies that appear to meet the index's criteria for inclusion, such as requirements for minimum float capitalization and liquidity. EuroZinc Mining Corp., Petrobank Energy and Resources Ltd., Producers Oilfield Services Inc., Connacher Oil & Gas Ltd., Alamos Gold Inc., Silver Wheaton Corp., and UEX Corp. are the resource-based companies Mr. Cooper listed... Chart: stockcharts.com[l,a]daclyiay[pc21!f][vc60][iut!Lc20]&pref=G Worth a repeat post (with my bolding for emphasis): From: rubbersoul 1/15/2006 12:39:46 AM Read Replies (2) of 7372 RE: PBG.TO ($10.65) As long as PBG has 1+ billion barrels of oil in their sands and analysts like Haywood, Raymond James, and Sprott value PBG between $15-20, I feel comfortable owning it. Personally, I feel that the possibility of THAI not meeting expectations is more than priced into the stock, especially when this company is trading around 40% below NAV according to the analysts mentioned above. I tend to view THAI in an optimistic way and believe that it has a very good chance of meeting expectations (I'm sure those contributing to the 40+ million dollars for the THAI pilot as well as those that bought into the financing @ 9.75 months back feel the same way). Remember, the pilot does NOT have to be 100% successful to be viewed a success (according to Haywood). As many realize, PBG could always go to Plan B and use SAGD and settle for a 60% recovery rate (instead of THAI's 80%). So although PBG does not have the ST explosive potential as CWPC or CLL, imo, it is one of those rare stocks that offer minimum risk to the downside and lotsa upside :O) JH

To: Taikun who wrote (7363)	3/2/2006 7:50:52 PM
From: Chuckles_Bee	Read Replies (2) \| Respond to of 25575

I didn't buy more PTII today...because I already have too much. Shame on me, but what fun! (on a good day mind you). What I'm wondering is does anyone have any sense of how to play this thing? The first run to 4+ was followed by a fall to as low as about 2. This latest news seems to me to be much better than the original news(Monday), but I'm guessing some people that took that ride down will bail when they get even....and those that bought at about 2 will bail for about 100% gain "profit taking"....and top it off that PTII probably isn't a name many know of (given the average volume)....and given all "news" pops seem to be followed by slow falls until more news.....is this a time to sell, assuming a buy back opportunity at 2 to 3 again? I know....just have patience...and sell at 5 or 6 or 7 or whatever. Or...just "take profits" and sell 1/3 now....or half now...or 72.57843% now...(and miss out on a possible double or triple on those sold shares). Right. I guess i'm asking an impossible question....but I thought maybe some of you with lots of experience might share some perspective on how you deal with these situations. I know that supposedly "no one buys at the bottom" and "no one sells at the top"....but actually, someone does. Is it just luck? Is it just a guess?....or is there SOMEthing to watch for? Thanks for your time. Regards, Chuck.