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the cork

10/21/10 9:40 AM

#404 RE: Huntewr7 #402

It's a good one Huntewr7. I wanted to have Farallon in my portfolio because it covered so many metals within one security.

I think what ever "guidance" has been issued (.70) can be thrown out the window in a weakening currency environment.

Zinc and Copper are the main drivers for the stock price. Gold and Silver are just more or less go along for the ride, and where a "hidden" value lies.

If you can catch it on a pull back in in Zinc, you should be able to realize a little bit of a cushion.