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amarksp

11/09/04 4:56 PM

#11974 RE: Frank Pembleton #11972

I'm going to wait and see a few more cards before I do any selling... Tomorrow we have both the trade deficit and the budget deficit reports. Even if "better than expected" its hard for me to see POG getting whacked too hard, but I could be wrong. The next card will be that 10 Yr US Treasury auction on Thursday.

I'm going to see what cards they are a holding before I start a folding...

Nice move on EDV today... As mentioned, EDV should be updating their NAV as of Oct 31 sometime this week.

We'll see how RNC Gold does tomorrow after likely announcing those miserable 3Q04 results which were pre-announced at the end of September... I got a little more cash to devote to RNC should it get whacked sufficiently...