Good news on CBD due to CMF move on WMC. Maybe the dilution doesn't hurt much as was the case with MFL.
POG and US$ have both risen at the same time a couple of times during the past couple of years. A good play when this is happening might be to jump into some RSA plays such as DROOY, GFI, and HMY.
Here's a gutsy call by Jim Sinclair's TA buddy Kenny Adams.