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

To: dara who wrote (93959)	10/3/2007 12:13:18 AM
From: Amark$p	Read Replies (2) \| Respond to of 312307

Pretty much sticking with the near term producers and those companies that do not need any cash... Will wait to see what gets beat up the most and likely buy those. Have EPM and WGI. Repurchased some AGI, and got GAM at the lows ($7.54) on 9/5. Just got a mini position in GAM, was thinking it would go even lower... We may see some tax loss selling in GAM and AGI. Really like GAM if it gets whacked again, here you have 3M+ ounces, mine is built, but huge start up problems which will likely be resolved within 6 months. Also, have position in GBN which is a likely takover candidate per recent minefx articles. Ditto with MDW which is a likely Barrick takeover. And, of course, nice position in CKG.