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


To: Italian Investor who wrote (1229)3/1/2013 8:22:55 PM
From: Italian Investor  Read Replies (1) | Respond to of 1366
 
Just checking in, Berkshire letter was pretty good this year I thought, especially where he talked about why not paying out a dividend has been so beneficial. Eddies annual was not bad either and I am back in SHLD this week after a pretty long absence. A nice short squeeze is just a matter of time. Bruce and Eddie own more than ever close to 3/4 of the company and as you know it is heavily shorted. I read that it was the most shorted stock in a particular index today. Volatility has increased the last 2 weeks and my trading has been on fire I am still trailing the market by a few percent being up 4.8%, but I am very happy considering the cash/bond position being so large. I am back in BAC this week with the nice pullback happy to be back on board. Anyways portfolio looks light but it looks something like this @ the moment, but I am using a larger sum for trading so it is a little misleading just looking @ the longs.
FRFHF15%
BAC 10%
RFP 5%
SHLD 5%
NFX 2%