20/80 rule applies to my holdings:
About 80% in these stocks, roughly an equal amount of $ in each as a result of fairly recent deployment after being heavy in cash all summer:
Oil and Gas:
TXCO (tar sands wild card plus big EnCana gas wells) "Grasshopper" youuu hafff luuurrrrnnnn!
POE (gushers in Thailand)
AEZ (over a thousand possible wells in WY,ND)
Heavy Silver, plus Lead Zinc
EXM (Mother lode could be a drill hole away)
AUN (expanded mill, new mine coming in 08)
Heavty Copper, plus Gold Silver Zinc Lead
CS (SST) (expanding, scheming, best management in small miners)
Gold
NGG (Eric Sprott is in at $.50, good enough reason for me.)
20% in various amounts in these stocks:
YARA.OL (fertilizer yaa, shore, yaaa-bet-chew))
SST (mini Silver Wheaton look alike)
ISX (Potash One)!
AOS (suffering liberal tax change in Alberta)
PANL (oeld display tech)
ZMR (copper) (buy and mold 5 bagger hopeful)
GPMX (Moly) fighting with wex
UC (silver) halted the day after I bought a few, didn't file in time. Long shot but cheap!
DNN (nuke)
Still have some cash burning a hole in my pocket due to dollar going down every day. I have been watching SAM, SGR, EPM, GORO to get more gold but they keep doing stuff that makes me hesitate.
I have private placement money in TRGD's Tara Minerals, dead money for now. Not wanting any more exposure so don't own TRGD.
I sell zinc fertilizer for a living and own 33% of a 240 acre farm in IL so I feel exposed enough to agriculture. Kick myself daily for not buying big Ag stocks, aint hind sight great!
My plan is to hunker down and only sell stocks that give me a reason to. AOS might get kicked out for tax loss.
Lost $4/shr on TRGL, would have been over $8 if I still had it, was a big position. OUCH!
I made a ton last year on Zinc, Nickel "boys", Moly "girls"!
If you guys see anything I'm holding that may have problems, by all means let me know!
Thanks for sharing here!
Kipp
AI
