Zeev's Turnips Patch-No Politics (ZEEV)

[ItsAllCyclical]

Thanks for the well thought out response regarding SA gold plays. I don't disagree entirely with your logic. I realize the chances of nationalization are relatively remote (5-20%?), but I typically take overweighted positions in fewer stocks. As such I don't want to take on the "extra" risk of SA plays for the potential of additional gain over my NA plays. I have been in this sector almost from the bottom 2+ years ago. In that time I have played HGMCY and DROOY several times. However, now that I'm playing with much larger amounts of money I'm no longer interested in taking on as much risk.

Overall I think KGC, WHT, MNG and BGO will reward me well. I don't expect them to all be the highest % gainers of the sector at all times, but I do suspect they'll readily outperform the HUI and XAU.

Good luck w/your positions.