Value Microcaps Motherboard

[nutsaboutgolf2001]

I sure wouldn't be selling any nickel stocks here - the headlines read "nickel at a new all time high". They're probably referring to a futures contract rather than the spot price, but still. Surely you must have some non metal dogs to sell. That's not to say that I'm pushing BWR, it has had a very good run and I'm not adding here, but not selling either. I did add a chunk of HBM yesterday because it has lagged a little, is a better quality name and because copper seems to be rebounding here. Take out liklihoods are probably about the same for HBM and BWR. HBM also has options and I wrote some way out of the money options against about half of my position (a little downside insurance).