Dan...
CBD has made a nice breakout move on the news of the drilling results and is back to being one of my better performers of late. Unlike BGO, it is one that I have always felt good about but has not always acted in a manner to justify my confidence <gg>. For a while there, I was trading up to half my position in it as it bounced up and down but fortunately I was in a bullish mode on gold this last time and did not take profits -- so far, that has been a good move.
The bad news is that when GLG moved back below 13, I only bought back half of what I had sold so that position is smaller.
I continue to look for gold to break $400 relatively soon, and think it may surprise some folks and hold there.
mlsoft