Just keep doubting George. If you haven't heard, we DID just go through the Greatest Recession since the Great Depression. This is and will continue to be a V shaped recovery. Maybe for NRO to double...again...in the next 6 months is a bit optomistic, but it will be damn close to it. You just keep waiting for that Dow 4000.
Interesting comments, yes, nobody expects the 2005 euphoria to return anytime soon. $5 by year end does not seem unrealistic, unless the markets tank big again.
However, regardless of what we read today regarding the deflationary argument, a time will come when inflation will hit us BIG (2-3 years). This fund, along with other "tangible" asset funds will fly at that time and will outperform the rest of the markets. I am slowly adding to this position, Ag futures funds, etc. Better early then late...
My conclusion - this is probably as safe as one can be in this market, without sitting in cash on the sidelines.