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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?


To: zoo york who wrote (58354)8/1/2006 12:51:17 PM
From: Frankly Speaking  Read Replies (1) | Respond to of 312908
 
Coach

What do you like best at current prices, IPT, BGL, CS, SPM or something else.

FS?



To: zoo york who wrote (58354)8/1/2006 1:11:25 PM
From: DetectiveT  Read Replies (1) | Respond to of 312908
 
Hi Mike,

Nice to hear from you!

I am holding CS and SST tight on your and Claude's recommendation. I too am a bit baffled by the sideways action and even weakness of CS! I was not even thinking of the copper market strike/supply issue, just considering that CS is NOW a producer with BIG growth potential. I wished I added more at about 1.25 in the june dip. With CS at over 10% of my PF and closer to 20% of my actual stock component I am happy with my position.

I hope your scenario of "sudden jump" in the price of CS comes to fruition soon.

Also keeping a close watch on SPM and may grab some soon.

Thanks again for your perspective and hard work!

Cheers,
Terry



To: zoo york who wrote (58354)8/1/2006 1:30:39 PM
From: loantech  Read Replies (1) | Respond to of 312908
 
What about GPR? They are ramping to 1200 t/day by year end or that is the plan. They have plenty of mill feed?