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EZ2

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Alias Born 03/31/2001

EZ2

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Re: timhyma post# 8280

Wednesday, 11/21/2007 12:17:13 PM

Wednesday, November 21, 2007 12:17:13 PM

Post# of 120388
actually Tim.....still think it's better that way.

I would hate to be overly concentrated in "anything"
right now.....as it appears there is little to NO
place to hide !!

I guess I'd prefer losing (on paper) a little on a LOT
versus a lot on a LITTLE!

I have reviewed (in depth) virtually everything I currently
hold ----- and, I just cannot see any "rationale" justification to sell anything ------- not that it's going
to be profitable to hold them going forward (as I don't know that for sure)............but, I'm comfortable w/ all the stuff I'm holding....except FFHL < litigation may prove a death knell >

I did divest of a large share of NXG shares last week....that
has helped as I sold just prior to the latest extended downturn. I am not nearly as imbalanced as I was in metals.

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