Cl001 - BM and PM
Yes, I am slowly making my way back to PMs out of BM. I have all but vacated nickel. I got caught holding it on the big drop down and needed to avergae down once it bottomed out and rebounded. I have made my money back and slowly moved out, selling on the peaks.
I have started accumulating gold again this yesterday although I still hold CMM from before. I am not advocating CMM as I think there are a lot better gold plays out there but I am holding till I get back to the black and a small profit for my time.
CS is my second biggest copper holding because of the reasons you have mentioned in other posts. Just too many reasons to own them. The exposure to silver through SST is a real nice kicker.
I still hold my Quadra warrants which is my only long term buy and hold. I have almost a double on my warrants and hope to double again as the share price moves above 20 dollars. Institutiona own 83% of this one now. I feel this is a big asset and greatly improves the odds that a higher P/E is supportable going forward.
JFF7
It's better to be out wishing you were in than in wishing you were out.
"Markets can remain irrational longer than you can remain solvent". - John Maynard Keynes
