MorningLightMountain's Grab-Bag (fka )

[nukem]

AUY...at 12.74....looks real tempting here...they just had their estimates raised to 20 something yesterday by some analyst..but got dragged down with the rest of the gold complex decline..this is a real good price on Yamana...NEM had a good quarter and is up about 4%...incredible buying opps across the board in all the commodity stocks...I think that whole rally in the financials is a lot of crap....MER...9 billion dollar writedown....UBS....7 billion dollar writedown....WM...missed earnings by $2...I think the main thing holding back commodities here is the threat of FED raising interest rates....SWC at 9.28...bluelight special K MART shoppers...