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kipp440

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kipp440

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Re: nutsaboutgolf2001 post# 7412

Thursday, 11/25/2010 11:47:41 AM

Thursday, November 25, 2010 11:47:41 AM

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Nuts - Would you mind summarizing your favorite holdings going into year end?

I am cooking a 24 pound turkey for my extended family today. It takes about 5 hours so I am looking over my investments and thinking of the best way to position for the 4th Q earnings reports (between bastings!). I am with you on Breakwater and Mercer, I also have Tembec, Alexco, First Majestic, and Golden Minerals. I have URG as a Uranium speculative flyer.

I do not have any fracing stocks, nor do I hold any of the dividend paying royalty/trusts I see you mention.

I would be thankful to hear your ideas on the overall markets as well.

Thanks in advance!

Kipp
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