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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Umunhum who wrote (83114)	4/16/2007 2:59:03 PM
From: CommanderCricket	Respond to of 206325

uhm, Thanks for the presentation link for PWE. I've been selectively buying a few shares of the larger cap CANROY's and PWE fits the bill. Compelling value when you can buy these at NAV today and get a nice distribution. Purchased HTE earlier this morning and added PWE a few minutes ago.

To: Umunhum who wrote (83114)	4/18/2007 10:35:55 AM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 206325

i also sold off a bunch of VLO last week, keeping only my long-time very low-basis shares. i also sold all my SU, DVN, ECA, etc. and rolled a bunch of the proceeds into COS last Thursday and Friday. last Thursday i decided the valuation gap between SU and COS had gotten too extreme and was willing to transition from an overweight COS position to a morbidly obese position -g-. at the same time, i pulled back on a lot of other names, essentially selling everything besides COS that is not a big dividend payer. the other names i have are AET.un, ERF, HGT, Peyote (PEY.un), PWE, SJT, VET.un. the above dividend payers are all in a taxable acct. tax preparation will be a pain in the ass, but the cash flow is good. overall, i have the biggest COS position i've had in a long time, but my overall energy weighting is now down to around 42%, which is low for me (standard is 50%).