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Post# of 173738
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tmcal6

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tmcal6

Re: dickmilde post# 43088

Tuesday, 05/09/2006 11:47:40 PM

Tuesday, May 09, 2006 11:47:40 PM

Post# of 173738
EZM

I hope EZM falls back some on earnings because I will be buying more if it drops below $2.80 and loading the trailer if it drops to $2.60. I already have the truck loaded, but I want more. At current prices I like EZM better than TGB even though it has a slightly higher PE. The copper and zinc future for EZM is bright and I see the price between $5 and $6 before year-end. It is my second largest position now after MVCO, and they, together with SVL made today my best day of the year. I have been fully invested for over 3 years, but am currently 20% cash which gives me some dry powder to add more to EZM.

Tmcal

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