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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: John Vosilla who wrote (91168)	2/2/2008 4:43:20 PM
From: bart13	Read Replies (1) \| Respond to of 110194

'..so much for trying to trade gold, better to just hold on, you dont want to be left without your point of safety just when you may need it most' Harry Schultz's buy & hold based (with minimal trading) HSL Model Portfolio is up around 19 times since about 2001.

To: John Vosilla who wrote (91168)	2/2/2008 5:28:55 PM
From: Robin Plunder	Respond to of 110194

As you say, investing in stocks is probably a lot less certain than investing in houses....lots of unknowns...concerns about access to capital may have affected the gold juniors, the NG bust certainly was enough to make some folks pull back from the sector, since that one was probably considered to be a relatively safe situation. Uranium has declined quite a bit, and the uranium juniors are down considerably from their highs...folks investing in uranium juniors also invest in gold juniors, and may have sold some gold shares to raise cash. Still, seems like some of the good juniors have the potential for much higher returns than the majors. I have aqi.to, which has $13 billion in metal vs 600 million market cap, as long as they get their permits, this one seems to have good value to support the stock. This one went from 7 or so in August to a high of almost 11 recently. TRE has a great land package, has been steadily finding gold, and has great management and is well funded. it went from 4.5 in august to a recent high of 7. GBN has 10 million gold ounces, coming into production this year in Nevada, probably 09 in south africa (and they have their own generator...:) ). This one went from 2 in august to a high of 3.6. I have some CMD.v as well, which has gone from .7 to .2....:)..they need funding, and there are probably concerns about whether or not they will get it. Also, they have a uranium property which was a plus last year and has probably been a negative more recently. Still, seems like if gold keeps rising, even this one will follow at some point, ...they have hit some nice gold values on Baffin Island, have a huge property, and are in a stable political area. NOT.v looks good, amazing metal grades and a large land package in a safe political environment...as long as they keep finding the metal, there will be plenty of value to support the stock. Sometimes I wonder if I am a nut, (my daughter is sure that I am...:) )but when a guy like Schulz recommends two things, gold and government bonds, I think it could be one of the safer places to be. Having a few houses as a backup plan probably would be a good idea too, tho, as long as the cost is low enough. In one of his recent letters, HS commented that it would be good value, to buy some at auction and put friends or family in them for a few years... Robin