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

To: Zincman who wrote (93645)	9/29/2007 3:00:58 PM
From: rubbersoul	Read Replies (3) \| Respond to of 313478

Thanks ZM. <I assume this to be a standard month for you?> Nope. But I rode K and G heavily up for the full month and got lucky with juniors like ADM, GUY, and others. EPM and the warrants were the kicker yesterday. Part of the reason my gains were significant this past month was: 1) Luck 2) Invested in less companies and more mid-tiers (including K) and 1 senior (G) 3) I got lucky and rotated winners into laggards (eg: EPM). 4) Put 60% of PF into G and K in July before the AUG. massacre which allowed me to sell and buy more beaten down stocks like AGC @ .51, OSK @ 4.30, ADM @ 2.60, etc.... I don't own any explorers. This is most of what I own: finance.yahoo.com Sold K and have MR.WT not commons and AUN. G.TO is about 20% of PF and was at times 35-40%. The next 6 months is going to be dramatic I think. Cheers, John