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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers -- Ignore unavailable to you. Want to Upgrade?

To: koan who wrote (44861)	7/14/2007 12:00:30 PM
From: koan	Respond to of 78408

I would consider myself a position trader: I hold about 20/25 stocks and trade once or twice a day. Anytime I see what I consider an opportunity I try to see how to make the trade. An oportunity is where I feel I can sell one stock and buy another with better OVERALL probability of profit (IN RELATION TO MY ENTIRE PORTFOLIO). One has to take their whole portfolio into consideration. For instance I want some stocks like BWR which are slow but steady and I want good exploration stocks which can explode. Trying to get the relative correct mix of stocks is what takes practise and a seasoned eye. For instance, yesterday I sold a few BWR wts and doubled up on LTH. The question I always ask myself is which stock do I expect to double first? But only in relation to the risk and my portfolio. I do not want just LTH or even have it as my largest position. I want a steady cash cow like BWR as my largest position. I use BWR as a sort of money market moving money in and out, but only small portions of my total protfolio. I always have some BWR. What I always liked about BWR was what I considered its PREDICTABILITY. LTH for instance is higher risk and high reward, but has lousy predictability. If LTH takes off, I will sell some and put it back into BWR wts. But my specialty is really wts and that is where I have made most of my money over the years. EPM A wts are my second largest position after BWR wts. NewsBlast Sign-Up StockHouse NewsBlast: Receive company sponsored news and information via email. « Previous Message Next Message » This message (Post #15234296) has been viewed times Report a BullBoards Violation Ignore charles99 Post Reply View Threads Go to BullBoard: Symbol Company Name Search by Post ID: 9 Red Flags to Help Spot Message Board Scammers \| BullBoards Abbreviations Quotes Portfolio BullBoards News Markets Mutual Funds Commodities Products

To: koan who wrote (44861)	7/14/2007 1:33:04 PM
From: jackjc	Read Replies (3) \| Respond to of 78408

Agree 'Resource World' is the finest jr mining mag I know of. Have subscribed for several yrs, take a few pages out each day and read in spare moments. Some coverage of oil/gas, altern energy, etc. But as far as valuation using: 5% X metal X todays metal price. That is far too generous in both metal price and percent. Metal price for Zn would be 70 tops at present, could not be financed higher. And percent value could be anywhere from 1% to over 10%, depending on all the factors; costs, infrastructure, type of mining, nearness to prod, country risk, and on and on.