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

To: refugee investor who wrote (1361)	2/16/2014 6:47:49 PM
From: Italian Investor	Respond to of 1366

Yes I agree with Grantham it is a mistake to export our NG, but as a NG investor I want to export the crap out of it! He might be right on oil also phasing out in the next few decades it is really hard to find any cheap oil today and all the majors are having tough times keeping up current production just imagine 20-30 years from now. I chuckled a little bit when you wrote 'non-core' (Ha!). What are the other energy names you own or dogs as you would say? I bought your PWE under 7.40 and I even went against one of my rules buying higher than when I originally bought @ 7.92 on Friday. They always had the assets now they have a good leader so only going up from here IMO, very excited about this name, so much so it is a quarter of my portfolio. The other two names I am betting big on Fairfax and the heavily shorted SFY which I guess is not for the faint of heart because of the heavy short position but it is also a 20%+ position it is this years firecracker.

To: refugee investor who wrote (1361)	2/16/2014 8:50:48 PM
From: Paul Senior	Respond to of 1366

Yes, I glanced over at Mr. Grantham's piece. Interesting opinion he has. I hold many oil and gas stocks (and oil service stocks). I'm a buyer of more SFY under $12. I have a small position, which I'll most likely keep small. Company has a lot of debt-- I guess which they're trying to reduce by selling off some (non-core?) assets. If they're successful, I suspect the stock will rise. === TJX has been a great stock for ltb&h people. I never owned it. Right now the only stocks in retail clothing I'm looking at (and have a few positions of), that I have shares of, and that maybe I might be willing to add to are BKE and TGT (The Buckle and Target). I'll look at PWE again. I'm already overloaded in o&g e&p companies though, so adding another name is hard for me.