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kipp440

05/22/08 12:30 PM

#2838 RE: cl001 #2836

cl001 - Where do you think the hot money coming out of oil will go? I am holding POE, PXX, AOS, PBG, and a small amount of a few others.

I am looking at copper after thinking about all of the problems with current production, country risk of new projects (Congo, Kazakstan, even Chile having issues). FMA.TO is a good Canadian bet. What about MOL.TO, a ways off but lots of Moly/Copper. Canadian listed silver miners working in Mexico are some of the most hated stocks in the market. FR.TO, GPR.TO, SST.V, And most hated of all AUN.V are stocks I own and have added more of in the past 2 weeks.

Fertilizer stocks are consolidating monster gains. I think they will run again in the Fall.

Just thinking out loud.

Kipp