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Gold/Mining/Energy : Imperial Metals (IPM.T) -- Ignore unavailable to you. Want to Upgrade?


To: refugee investor who wrote (1223)2/2/2013 11:13:24 AM
From: Italian Investor  Read Replies (1) | Respond to of 1366
 
I saw the FPA one was to upset to post it I am doing terrible this year. The S&P went up 1% or so yesterday and I basically was near flat on the day. What a terrible year for me I am in last place on my leader board maybe up 1% for the year. I am batting like 0 percent on my trading and my largest holding Fairfax now 30% is basically flat for the year. I should be up a few more percent, if I did nothing this year but I tried shorting the Russell again and that brought me down a percent or 2. Anyways Bruce also has a new letter fairholmefunds.com , he is as bullish as last year but the cash has grown to around 20%. His holding sure do look cheap but I only own LUK @ the moment sold AIG for a 3% gain and it went up much more after. Another wrong move it looks like it is going to continue to march towards book. Kyle Bass has some new interviews out also but nothing really new so I did not post them. Happy to see you are doing well and I hope I get a nice gainer like Seagate this year I feel like what Bruce most of felt like 2 years ago when he totally underperformed.