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To: UPTICK who wrote (55656)1/21/2008 10:13:55 AM
From: ogi  Respond to of 78421
 
I trimmed a bit of excess last week and started a position in bullion, Cef.a which I will try to add to if POG drops.

Trying to ease some very overweight positions today but not giving them away, so still watching.

The BCE thing is really an anomaly, I suppose some assume that the April? time line and credit crisis are an issue? Sure looks like an easy mark for a 3 mos hold.

Cheers,
Ogi



To: UPTICK who wrote (55656)1/21/2008 10:23:26 AM
From: WalterWhite  Read Replies (1) | Respond to of 78421
 
Be careful of BCE deal going thru. Yes the "teachers" bought it and they "stand by their deals". However, land line revenue is dropping like a stone, markets very weak, and the teachers trustees might just wake up and say "hey, we are overpaying for this mutt!". Too much complacency imho.
Globe


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