Strictly: Drilling

[KastelCo]

Me too !
Just back from Montréal. Sold 40% of my Kinross 1 DAY TOO LATE LOL. Oh well a profit is a profit. On the plus side I rolled it into GLG.TO and HGMCY on Tuesday. The sale wasn't meant as a trade but as capital preservation. I am better balanced now in my 'PM basket' K, HGMCY, GLG, and DROOY in order of total value..

Peter I'd lay off NCF.UN as it's not hedged so with the crappy NG prices we have they aren't a great choice presently. Look at them re:NG like Kinross re: gold. Highly leveraged.

I'm looking at PWI.UN since they have decent hedges which should enable them to maintain dividend payouts but it's still a crapshoot of course, just missed picking some up today by a nickel, (not wiiling to go large yet though)

I'm looking at COS.UN (which Frank pointed out to me) for the same reasons he is looking at the integrateds plus I'm a little more yield oriented right now.

As far as gold well that's by far my largest holding, but I have a lot higher cash percentage than frank.

regards
Kastel
a cute and cuddly Canadian
PS SI been down for hours ?