Kaplan's gold comments seem on target to me. I remain very optimistic on gold and gold stocks longer term, but shorter term the risks outweigh any remaining upside potential IMHO.
I am much more optimistic now on energy and especially energy service stocks which have lagged the overall market this year -- but now are starting to catch up with a vengeance.
Hi Dan, I'm still hanging on to a basket of Jr. Mining stocks but I think time to take take profits is very near. I will be selling a minimum of %50 probably more like %80 or %90 of my holdings. I will probably hang on to the ones that are natural gas plays as well as precious metal plays. I think when this next turn in the market really gets going all sectors are going to get the ouch including gold stocks. I'll be playing the dark side or sitting on the sidelines.
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