PundysPub.com

Added .5% BQI at $5.37 (down 6%) to bring position to 2%.

Bought 1.5% position in PAL at $5.00 (up 8%). It’s been hammered lately and read a writeup on Seeking Alpha about their latest drilling results which sounded quite promising. A fairly speculative move.

Bought another .5% SDA to bring position to 2%. Price was $20.60 (down 5%).

Bought another .5% position in Yamana at $12.58 (down 5%). Total postion is now 2%. Doing a little bottom-fishing. Hopefully.

Just bought another .75% position in AGQNF at $7.81 to bring the total position to 1.5%.

Bought .5% more CDE at $3.01 (down over 5%) and near a 52 week low to bring the total position to 2%.

Increased JSC – Small cap Japanese stock ETF – position from 1% to 2% with purchase at $43.87.

Portfolio is about 30% in cash right now

Sold the entire 9% GLD position at 86.54. I think gold will be going up later but the path is ugly looking right now. I still have the FCX, SA and AUY gold mining stocks as well as the SLW and CDE siler mining company positions. Can always buy it back…

Bought a .75% position in ALGNF – a Canadian income trust at $7.827 USD – yield about 11.5%