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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (104187)	7/1/2008 1:17:44 PM
From: RWS	Read Replies (1) \| Respond to of 206202

I have about 25% of my original CRT holdings, expecting a significant correction in these equities, and willing to wait. RWS

To: chowder who wrote (104187)	7/1/2008 1:25:52 PM
From: Cogito Ergo Sum	Respond to of 206202

I topped up PWT.UN in early June having sold most in late May.. I did very well on that trade more so than Daylight where I've started to buy back higher (still a solid profit but no pullback) .. I'll be violating my (updated) rules on position sizing if I add much more Penn West here although it's the type of stock I give a little more leeway to. I threw a lot of caution to the wind buying fertiliser stocks in the last year or so, especially juniors. It has paid off very well but now I find my thinking has radically changed with something quite tangible to lose and I cannot tell you how stressful it was... extremely.. :O) I'm moving back more in yield mode here. The trusts were the first asset class I did significantly well with back in the days when we we had the big NG run and many missed how fast the supply curve was turning down.. I owe that in no small way to many folks here on BBR and to the many solid posters on Canadian REITS and Trusts Subject 17783 which you may want to bookmark if you have not already done so..