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aml10021

11/18/09 6:37 PM

#1399 RE: aml10021 #1398

Would appreciate comments/thoughts on positions I have in infrastructure and materials:(add, hold, or bail) thanks in advance

Infrastructure:
CSGJ- want to add, awaiting 10q
IGC-wts-speculation on India build out (3/2011 wts 1sh @$5==
callable if p>8.50 for 20days)
GHII-construction, ?wind power project in future, recent price
drop. is this opportunity to add or warning sign?
CHHL-very speculative, china planned develop Las Vegas style,

Materials
JADA- jade mining (bought when basing near .20 moved up, now
less than peak, should I take profits,
or wait for recovery of sector and further gains.?
XING- building base price around 2.oo+, p less than cash on
hand, new molybdenum mine hasnt added to rev yet. Would
hope for pop when it does.