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  • skiidady skiidady Nov 10, 2010 2:20 PM Flag

    I'm Worried About MARGINS Going Too High

    Thanks for the SIMG tip, I should have bought the day you posted it.

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    • erickarr Nov 10, 2010 3:12 PM Flag

      believe it or not ski, i first posted it when it was trading at its net cash per share, around $2.12. so it's up over 200% since then. use to pair a ovt short w/ an simg long. now simg is a bit pricey for my blood.

      i've been on TC, a play on the commodity molybdenum. i first rec'd it here in the $8's a couple months ago. now it's in the 13's.

      and i'm big on canada still. when you look at nat gas denominated in grams of gold, it's as low as it's ever been. so it's a nice, low risk, slowly wade in trade. i like PWE, ERF and PDS. the last being a infrastructure play--like buying the store that sells the picks and axes to the gold miners back in the california gold rush days. i also still like ccj, now in the mid 30's, first rec'd by me this year in low 20's. it's a canadian play on uranium.

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