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To: Dale Baker who wrote (98991)	3/9/2011 12:46:11 PM
From: Dale Baker	Respond to of 118717

Bill Gross dumps $28 billion of US treasuries by Philip Haddon on Mar 09, 2011 at 17:17 The world's largest fund - Pimco Total Return - has moved to its highest cash weighting ever and sold all of its exposure to US treasuries, according to a report in Zero Hedge. The $236 billion fund, run by Pimco boss Bill Gross, had $28.6 billion invested in US treasuries at the beginning of January but now has a zero weighting to them, according to data obtained by the Zero Hedge blog. Meanwhile, the fund's cash holding has surged from $11.9 billion to $54.5 billion, its highest ever cash position at 23%. Zero Hedge has published the fund's entire portfolio weightings and it shows Gross now has 34% in mortgage backed securities, 18% in investment grade credit and 10% in emerging markets. Gross' allocation to US bonds is the lowest level since January 2009, according to the blog. The allocation peaked at $147 billion in June 2010 and has been steadily reduced ever since. In his latest investment outlook, Gross asked who would buy US treasuries once the Fed stops. He said Pimco may become a buyer, but that the transition away from QE would be painful. 'By eliminating QEII, the Fed would be ripping a Band Aid off a partially-healed scab,' he said.

To: Dale Baker who wrote (98991)	3/9/2011 1:05:00 PM
From: Ken Ludwig	Respond to of 118717

MAUXF is on my watch list but I have a hard time with investing in Nigeria for all the usual reasons. I'm heavy in Canadian companies -safe, $ hedge,and likely to benefit from this ME unrest. OK, I just talked myself into it and bought shares of DEJ under .38. ken

To: Dale Baker who wrote (98991)	3/9/2011 1:21:40 PM
From: rllee	Read Replies (1) \| Respond to of 118717

PETROBANK ENERGY & R(PBEGF.PK) or PetroBakken Energy Ltd. (PBKEF.PK) For those of you who are oil experts on Bakken plays, which on will you pick as an initial investment in? Does either one pay any dividends?