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Bobwins

11/09/07 8:20 PM

#6166 RE: nutsaboutgolf2001 #6164

Oil 29%
Gas 6.6%
Oil Svc 4%
Gold 19%
Base metals 22.2%
Uranium 5.9%
Ag 1.8%
China 8.4%

still have two lead/zinc stocks plus a lot of copper exposure. Couldn't get any nibbles on SRZ. Both NRDS and SRZ are about to startup production but it won't matter if the commodities tank. I will try to lighten up next week.

Startups I'd love to hear from EPM, NGG and ROK. SGR.v started almost a year ago but you'd never know it by the production. They'd better show some improvement this qtr. Tired of waiting. Bobwins