Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=8146 Imperial Metals, Vancouver based company is listed in the TSE. It owns 45% of Cathedral Gold. It is now on the construction stage at BC to mine 100,000 ounces annually of gold next fall (1997). IPM is currently trading at $1.26 Canadian with 6 months earnings of $.11 and a P/E of 14. IPM's high wa...http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=814638013210refugee investorI am travelling and only online via my phone, so not going to be posting any links, but take a look at the FT data, I recall both Heineken and Heineken Holdings (cheaper than the regular shares, because less vol.?) having p/e's of about 12, and 11.5. The other metrics were roughly similar to Samsung. Seemed to me it m...http://www.siliconinvestor.com/readmsg.aspx?msgid=289072845/21/2013 2:40:16 PMPaul SeniorHKHHF. At my glance, it looks too expensive for me. I'm not willing to step up for it. Good brands. Stock could still be a buy, but maybe not for me. finance.yahoo.com  -------- I'm just holding on to my losing positions in gold mining stocks. I guess I've lost enough money betting on that sector that...http://www.siliconinvestor.com/readmsg.aspx?msgid=289070835/21/2013 1:42:17 PMrefugee investorHi Paul, You are several steps ahead of me! I would buy it on one of the German exchanges, my incubating account has good access to them. But I have not done any research, just thought it looked cheap enough to risk a few shares. Do you have any thoughts about the Heineken holding shares? They seem cheap too. Have ...http://www.siliconinvestor.com/readmsg.aspx?msgid=289061115/21/2013 6:34:03 AMPaul SeniorHow would you buy it? I guess SSNLF? When I looked last year SSNLF either wasn't available or I missed it. It's almost still not available if you consider the very low volume Yahoo shows for it. finance.yahoo.com  I found Samsung very expensive to buy on the Korean market (intermediaries taking their cut)....http://www.siliconinvestor.com/readmsg.aspx?msgid=289056055/20/2013 6:08:45 PMItalian Investor Don't follow Samsung either if you say it is cheap I believe you your ideas always look good, but I don't see anything as cheap as Natural gas it is like throwing darts IMO. Hard seeing me losing money on my bets, but I also thought this not too long ago and I got spanked. This time I think I am doing it a little sm...http://www.siliconinvestor.com/readmsg.aspx?msgid=289052015/20/2013 3:35:14 PMrefugee investorYou are a high conviction guy! I hope you are right and energy wakes up. It would be a nice change if all my stocks did well at the same time. What do you think about Samsung? Looks cheap to me.http://www.siliconinvestor.com/readmsg.aspx?msgid=289028765/19/2013 4:09:21 AMItalian InvestorWe can only guess why Bruce bought say chk over a XCO, SD, NFX or MCF I like the latter 4 better right now. If I were investing billions CHK, and DVN would probably be in my portfolio with larger percents than the names I really like at the moment. It is hard not seeing NG over 5 by Sep and that would still be dirt che...http://www.siliconinvestor.com/readmsg.aspx?msgid=289023485/18/2013 3:39:44 PMrefugee investorI saw it, very interesting. I wonder if it is something as general as a bet on nat gas, or specific calculation that those two co's are way undervalued? I would love to see him buy PWE. They got a couple of new board members from CNQ and maybe that will help.http://www.siliconinvestor.com/readmsg.aspx?msgid=289019445/18/2013 10:30:38 AMItalian Investorhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288990795/16/2013 6:26:24 PMItalian InvestorSad to say did not make much money with MBI this year I was out before I knew Bruce was selling a good chunk of his holdings. I was thinking of getting back in when it was around 9 then did some HW and I saw Bruce selling and I said hell no to buying it :( he was the only reason it was on my radar . I must of made 100%...http://www.siliconinvestor.com/readmsg.aspx?msgid=288971665/15/2013 8:47:49 PMrefugee investorDo you still have MBIA? BAC is looking better, but it is taking much longer to recover than I thought it would. I think Jim R is probably right, he said things that get knocked to heck usually take a decade to recover. Any thoughts on Heineken? Seem reasonable to you?http://www.siliconinvestor.com/readmsg.aspx?msgid=288968045/15/2013 5:45:04 PMItalian InvestorRefugee, no ideas from me with my portfolio being up 7.5% now for the year yuck yuck and the S&P up over 15% so stay far away from my ideas! I like energy names you already know the names SD (the guy from Utah sold out :( but I love their new more conservative approach and I am more of a bull, plus a lot of big names a...http://www.siliconinvestor.com/readmsg.aspx?msgid=288964295/15/2013 3:37:16 PMrefugee investorAnyone have any bright ideas? I am fiddling around in my petree dish account, have more or less decided to hold MBIA a little longer, and would like to keep cash at decent levels in case there is a sell off. On the other hand I have been meaning to buy some more Admiral PLC, and recently I was surprised to see that H...http://www.siliconinvestor.com/readmsg.aspx?msgid=288937105/14/2013 2:24:31 PMrefugee investorbloomberg.com  This is a more interesing article about MBIA. I wondered why Bruce had not held his entire position until a settlement was announced but maybe toward the end MBIA got to be a very risky bet, something I had not appreciated. If you can believe the article, they will do well again after interest rates s...http://www.siliconinvestor.com/readmsg.aspx?msgid=288816515/8/2013 6:21:55 AMrefugee investorhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288807305/7/2013 3:56:23 PMItalian InvestorCongrats on MBI! Bruces FAAFX went up less than 3% today so we know his position was probably around 5% down from 30 something percent. SD reports tomorrow got my fingers crossed. Charlie had about a 30 minute interview witth Becky a few days ago hope I am half as sharpe as him if I ever reach his age.http://www.siliconinvestor.com/readmsg.aspx?msgid=288788205/6/2013 7:54:35 PMPaul SeniorNo STX, although I do have WDC. When a sector's beat down, I often will buy several stocks in it. Can't remember why I didn't buy STX. finance.yahoo.com http://www.siliconinvestor.com/readmsg.aspx?msgid=288783105/6/2013 3:16:29 PMrefugee investorArrow is a name I have that've always thought about looking into, seems very solid. Good luck! Do you have any STX? Still chugging along. A good day for Bruce today with the MbIA news. I only have a tiny bit but still quite glad.http://www.siliconinvestor.com/readmsg.aspx?msgid=288782575/6/2013 2:54:08 PMPaul Seniorhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288684105/1/2013 10:38:50 AMItalian InvestorI am pretty set on my longs and happy to say I am paying 2008 and 2009 prices now for companies that have pretty bright futures while the rest of the market is close to highs or setting highs. I have big bets in the energy sector right now with SD, XCO and a smaller postion in NFX. Will take a look @ that write up. Sel...http://www.siliconinvestor.com/readmsg.aspx?msgid=288654344/29/2013 8:28:15 PMrefugee investortheatlantic.com  I thought this was a good article because it showed how received opinion is often wrong and thus why it is hard to invest in energy. Selling in May and going away?http://www.siliconinvestor.com/readmsg.aspx?msgid=288640914/29/2013 9:05:12 AMrefugee investorWhat a mess in Boston, only good thing is that those guys made a lot of mistakes. Am on the road, hardly been online or looked at the market, just as well, lots of bad news.http://www.siliconinvestor.com/readmsg.aspx?msgid=288508454/22/2013 6:33:58 AMItalian InvestorGetting hammered again today so much so I am now down over 1% for the year :( . Only bright sport today for me is NFX. Bought some more energy companies today that were down 5% or so but other than that did nothing.http://www.siliconinvestor.com/readmsg.aspx?msgid=288411524/17/2013 1:03:49 PMItalian InvestorSad day in Boston! Gold got hammered today, not really interested in buying any gold prefer energy companies! I have a good amount of capital in SD looks really oversold here. Here is the last presentation from Ward if interested in getting a quick summary on SD here you go youtube.com  BAC held up strong most of th...http://www.siliconinvestor.com/readmsg.aspx?msgid=288373564/15/2013 8:41:01 PMrefugee investorI think the story with gold is just what Jim R says, nothing goes up in a straight line, and gold has been up every year for the last twelve, so there will probably be a good pullback for a while. I will try to keep an eye on some gold stocks. Am glad to read that Grantham is bullish on nat gas. On the other hand I h...http://www.siliconinvestor.com/readmsg.aspx?msgid=288353734/15/2013 6:36:17 AMItalian Investorhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288347864/14/2013 6:53:59 PMItalian Investorhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288333854/13/2013 2:17:52 PMItalian InvestorChous annual letter a little dated but a good read I was shocked to see him without his warrant position in BAC then i read the letter and understand now why he is not in the position. choufunds.com http://www.siliconinvestor.com/readmsg.aspx?msgid=288331724/13/2013 12:32:00 PMItalian Investorhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288299544/11/2013 8:04:23 PMItalian Investorhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288287224/11/2013 11:30:36 AMItalian InvestorNow it is in the news lets see how the market takes this today right now not down much 8:33AM MBIA: Fairholme Capital Management disclosed 16.3% passive stake in amended 13G filing out last night; down from 21.9% previously reported on 2/14 ( MBI) 10.68 : The filing revealed Bruce Berkowitz's Fairholme sold over ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288285194/11/2013 10:22:34 AMItalian InvestorDoing the math Fairholme Capital reduced there position by 32.46% and Fairholme Funds by about 20% it is my guess the % reduction was much more significant in the smaller fund because when it went down a good amount it went up on the day and the other holdings were basically flat then the day it went up the fund did no...http://www.siliconinvestor.com/readmsg.aspx?msgid=288278624/10/2013 10:35:16 PMItalian InvestorGold got hit today on GS outlook. Has Bruce been selling MBI? I looked @ some filings 24.1% to 21.9% to 16.3%? If he is selling a good amount is from his smaller funds because I noticed MBI movments have not been effecting share price much. Market now up over 11% on the year I am up a little over 4% yuck, I have been o...http://www.siliconinvestor.com/readmsg.aspx?msgid=288275214/10/2013 7:47:43 PMrefugee investorIn that case I am glad I did not get around to shorting the yen--even though it looks like the trade can't fail--because I hate k-1's. Am pretty sick of foreign dividends too, and as things are I probably would not buy any more Can. co's. I have the feeling that nat gas producers are a bust, pipelines or manufacturin...http://www.siliconinvestor.com/readmsg.aspx?msgid=288217204/8/2013 7:37:04 AMItalian InvestorJust by listening to what Jimmy says he is long commodities (most are down from the start of the year), short the market well we know how that must be working out, also he said he is short T-Billz with all that info it is hard for me to believe he is up on the year. Natural gas companies got a boost yesterday on Goldma...http://www.siliconinvestor.com/readmsg.aspx?msgid=288194014/6/2013 9:12:06 AMrefugee investorhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288193274/6/2013 5:56:07 AMItalian InvestorI am on a buying freeze right now because my 7% gain for the year is down to 2% :(. SD and MBC.TO counted for the bulk of my decline. I reduced MBC significantly there latest release was so depressing (nothing was clear), maybe this will be the last time they dilute shareholders but who knows it was a real shock to me ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288136814/3/2013 12:43:16 PMrefugee investorI am afraid I have not done much hw yet either on gold stocks. I did take a look at the top holdings of the Tocqueville gold fund which is a start. Some co's like IAG or Newmont look very good on paper with low p/e's and some trading under book, but if they are going to have to spend a lot on new mines maybe the presen...http://www.siliconinvestor.com/readmsg.aspx?msgid=288129134/3/2013 2:49:05 AMItalian InvestorHappy Easter, here is another write up on MBAC. I believe this investment will launch me ahead of the S&P this year all the market has to see is the story is still intact then off to the races. I am very excited about this name thought I lost my chance of getting back in after selling it a while back. This time I will ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288075583/30/2013 2:31:45 PMrefugee investorI will have to take a closer look at that name. Have been meaning to do some homework on goldminers as well. Happy Easter everyone!http://www.siliconinvestor.com/readmsg.aspx?msgid=288070963/30/2013 7:24:50 AMItalian InvestorI have a 20% position in MBC.TO right now call me nutz but I don’t think it should be as cheap as it is right now. April 1st is going to be interesting when they report! It has so many advantages over its compitition being based in Brazil, never mind great assets, committed financial backers, and insiders who are heavi...http://www.siliconinvestor.com/readmsg.aspx?msgid=288052443/28/2013 7:48:48 PMItalian InvestorI heard about IAG from the same write up on guru focus, this time I found it http://www.gurufocus.com/news/212539/weekly-canadian-insider-trades-march-512 both these names look oversold. I have not done much research on either just a quick look @ the financials which look pretty good. I blindly took a small position i...http://www.siliconinvestor.com/readmsg.aspx?msgid=288033213/27/2013 9:42:06 PMrefugee investorI noticed at the end of the interview he said gold stocks were a good buy. I am thinking about getting a few shares in IAG or Major Drilling, both of which look good. Where did you hear about IAG, and do you have any more info on it? I am almost finished with a great book you might like, 1493 by Charles Mann. It is ve...http://www.siliconinvestor.com/readmsg.aspx?msgid=287999023/26/2013 9:58:10 AMItalian Investorhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287947573/22/2013 10:24:51 PMItalian InvestorHis talk around the 16.5 & 28 minute mark made me excited about my new investment MBC.to I am going to have to read some reports now other than skimming them. I found out the big volume day this week was another insider buy canadianinsider.com  by B&A. If they actually start earning money the second half of this year b...http://www.siliconinvestor.com/readmsg.aspx?msgid=287946373/22/2013 8:36:54 PMItalian Investorhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287945843/22/2013 7:57:00 PMItalian InvestorWhat was that saying..none of the 49'ers made any money but the people who sold them shovels and blue jeans got rich? Sam Branan I believe was the richest man in Cali back in the 1840s and he did just that buying up everything a miner would need. I came across that name on an insider gurufocus article that I can’t seem...http://www.siliconinvestor.com/readmsg.aspx?msgid=287922203/21/2013 7:23:50 PMrefugee investorIt sounds like those guys can make life miserable for Ackman. I always thought there was something fishy about peer to peer marketers, I didn't know there were that many big ones, or that they were listed--never bothered to look up Avon otherwise I would have found out. Major Drilling looks like a very nice co. Where...http://www.siliconinvestor.com/readmsg.aspx?msgid=287909723/21/2013 11:24:14 AMItalian Investorhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287900123/20/2013 8:16:22 PMItalian InvestorI would of craped my pants if I was that sales guy!! The market keeps going up I think the S&P is up over 9% now it sure has not paid off being a bear like me. My trading is keeping me within striking distance being up 7% but boy I wish I was bullish the last few months.http://www.siliconinvestor.com/readmsg.aspx?msgid=287899713/20/2013 7:52:04 PM