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ChrisP

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  1. I've calculated the difference between Puplava's Q2 and Q3 holdings. Here is the P&L and the number of shares bought or sold in each at the time of reporting. This isn't very accurate but it's the best I can do from the data. I've removed any companies that he has sold between Q2 and Q3 (e.g. Newmont Mining) and removed any companies he has added to the portfolio during that time. Here is how things are shaping up. Seniors looking healthy, Juniors dragging their knuckles. * P&L is in dollars. Holding P/L Delta Shares -------------------------------------------------------------------------- ABCOURT MINES INC CL B ISIN#CA -1000 0 ABERDEEN ASIA PACIFICINCOME FD -37000 5500 AGNICO EAGLE MINES LTD ISIN#CA 2313000 -17150 ALAMOS GOLD INC ISIN#CA0115271 -17000 2500 ALEXCO RESOURCE CORPCOM ISIN#C -18000 0 ALLIED NEV GOLD CORP 20000 873 ALLSCRIPTS HEALTHCAR ESOLUTION 172000 -2700 ALMADEN MINERALS LTD -36000 2000 ALTIUS MINERALS CORP ISIN#CA02 -748000 -2800 ANDINA MINERALS INC COM ISIN#C 146000 -14500 APACHE CORP -55000 749 APPLIED MATERIALS INC -113000 3167 AQUA AMERICA INC -102000 -19250 AQUILINE RES INC ISIN#CA03839N -136000 -10400 ARCHER DANIELS MIDLAND -358000 2405 AUEX VENTURES INC ISIN#CA05103 -6000 3300 AURELIAN RESOURCES INC ISIN#CA -6870000 80400 AURIZON MINES LTD ISIN#CA05155 13000 -600 AXMIN INC ISIN#CA05461V1022 SE -11000 3000 BAKER HUGHES INC 448000 -3150 BARNWELL INDUSTRIES INC 25000 0 BHP BILLITON LTD SPONADR ISIN# 466000 5375 BP PLC SPONADR REPSNTG ORDSHRS 931000 -6282 CALEDONIA MINING CORPCOM ISIN# 0 0 CAMECO CORP ISIN#CA13321L1085 618000 -50 CANARC RESOURCES CRP ISIN#CA13 -3000 4500 CANDENTE RESOURCES CORP ISIN#C -3000 0 CANPLATS RES CORP ISIN#CA13805 1048000 -185300 CATERPILLAR INC -2170000 25275 CENTRAL FD CDA CL A ISIN#CA153 1191000 -57300 CHESAPEAKE ENERGY CORPORATION -1101000 33960 CHESAPEAKE GOLD CORP ISIN#CA16 281000 -12500 CHEVRON CORP NEW 18000 555 CIMAREX ENERGY CO 49000 400 CISCO SYS INC -74000 814 CLAUDE RES INC ISIN#CA18287310 -13000 2000 CMQ RES INC ISIN#CA12600Q1019 0 0 COEUR D ALENE MINES CORP -27000 0 COLUMBUS GOLD CORP COM ISIN#CA -2000 0 COMMITTEE BAY RES LTD ISIN#CA2 -3000 4000 CONOCOPHILLIPS 781000 438 COPPER RIDGE EXPLORATIONS -1000 0 CORNERSTONE CAP RES INC ISIN#C 0 0 DELL INC 64000 3542 DENISON MINES CORP COM ISIN#CA 37000 2145 DIAMOND OFFSHORE DRILLINGINC 2188000 -10600 DU PONT E I DE NEMOURS& CO 28000 -6100 E REX INC 0 0 ECU SILVER MNG INC ISIN#CA2683 -10000 0 ELDORADO GOLD CORP NEW ISIN#CA 55000 1200 EMGOLD MINING CORP COM ISIN#CA 3000 -16000 ENCANA CORP ISIN#CA2925051047 115000 -500 ENDEAVOUR SILVER CRP ISIN#CA29 -41000 2200 ENERPLUS RES FD TR UNITSER G N -60000 1752 ENSCO INTERNATIONAL INC -13000 9850 ESPERANZA SILVER CRP ISIN#CA29 -260000 -38000 EXETER RESOURCE CORP ISIN#CA30 263000 -54100 EXXON MOBIL CORP 23000 35 FARALLON RESOURCES LTD ISIN#CA 589000 -718100 FIRST MAJESTIC SILVERCORP COM 165000 -29700 FISSION ENERGY CORP -18000 766 FORTUNA MINES INC ISIN#CA34991 22000 -10850 FREEPORT MCMORAN COPPER& GOLD 934000 -2150 FULL METAL MINERALS LTD ISIN#C -55000 3400 GENERAL ELECTRIC CO -974000 -12139 GOLDCORP INC NEW ISIN#CA380956 2848000 -15754 GOLDEN ARROW RES CORPCOM ISIN# -2000 0 GOLDEN STAR RES LTD CDACOM ISI -638000 53500 GOLDRUSH RESOURCES LTD ISIN#CA -3000 0 GREAT BASIN GOLD LTD ISIN#CA39 -35000 4000 GREAT PANTHER RES LTD ISIN#CA3 -38000 -28100 HATHOR EXPL LTD ISIN#CA4190181 -1801000 766200 IAMGOLD CORP ISIN#CA4509131088 -135000 14074 ILLINOIS TOOL WORKS -4000 0 IMPACT SILVER CORP ISIN#CA4525 -8000 0 INTEL CORP -45000 3142 INTERNATIONAL ROYALTYCORP ISIN 130000 -9885 INTREPID MINES LIMITEDSHS ISIN 4000 0 JNR RESOURCES INC -92000 3800 JOHNSON & JOHNSON 403000 -6901 JOY GLOBAL INC -1402000 30300 KIMBER RES INC ISIN#CA49435N10 -162000 18100 MAG SILVER CORP -369000 3000 MARATHON OIL CORP ISIN#US56584 279000 1073 METALLICA RESOURCES INC ISIN#C 25000 800 MINCO GOLD CORP COM ISIN#CA602 -7000 0 MINEFINDERS LTD CORP -362000 -94835 MINERA ANDES INC ISIN#CA602910 -182000 -50800 MIRANDA GOLD CORP ISIN#CA60467 -3000 2800 MOYDOW MINES INTL INC 0 0 NABORS INDUSTRIES LTD(BERMUDA) -489000 408550 NEW GUINEA GOLD CORP ISIN#CA64 1000 0 NEW PAC METALS CORP COM ISIN#C 64000 0 NOBLE CORPORATION SHS ISIN#KYG 383000 -2600 NORTHGATE MINERALS CORPFORMERL -4000 -2500 NUVEEN CALIF MUN MKTOPPORTUNIT -1000 0 NUVEEN CALIF QUALITY INCOMEMUN -1000 0 OREZONE RESOURCES INC ISIN#CA6 -236000 -18800 PALADIN RESOURCES LTDSHS ISIN# 34000 0 PAN AMERICAN SILVER CORP ISIN# 174000 -10100 PENN WEST ENERGY TR TRUNIT ISI 2165000 -38627 PETRO CANADA COM ISIN#CA71644E 17000 1360 PETROLEO BRASILEIRO SAPETROBRA 1437000 -35874 PFIZER INC -308000 -5650 PITCHSTONE EXPLORATIONSLTD COM -6000 -2000 PMI GOLD CORP COM ISIN#CA73015 -2000 0 POWERSHARES DB MULTI SECTORCOM 3963000 -90700 PRECISION DRILLING TRUNIT ISIN 318000 301 QUEST DIAGNOSTICS INC -65000 4700 RADIUS GOLD INC ISIN#CA7504681 -1000 0 RIMFIRE MINERALS CORP ISIN#CA7 -19000 2500 ROYAL GOLD INC 364000 -8770 ROYAL STANDARD MINERALSINC -126000 59203 RUBICON MINERALS CORP ISIN#CA7 -3000 3500 SAMEX MINING CORP -2000 0 SAN JUAN BASIN RTY TRUNIT BEN 422000 1567 SASOL LTD SPONADR 268000 7500 SCHLUMBERGER LTD ISIN#AN806857 1325000 -3275 SHOSHONE SILVER MNG CO -1000 0 SILVER STANDARD RES INC ISIN#C 119000 -27545 SILVER WHEATON CORP COM ISIN#C 31000 -59890 SILVERCORP METALS INC ISIN#CA8 -1899000 -65520 SOHO RESOURCES CORP -4000 0 STRATHMORE MINERALS CORP ISIN# 357000 -112500 SUNOCO INC -460000 4000 SUPERIOR ENERGY SERVICESINC 445000 15350 SYNTROLEUM CORP 62000 3000 TANZANIAN RTY EXPL COM ISIN#CA -41000 500 TERRANE METALS CORP COM ISIN#C -3000 5000 TESORO CORP COM FORMERLYTESORO -960000 18050 TIDEWATER INC 1958000 -21519 TOURNIGAN ENERGY LTD CANADA IS -1000 0 TRANSOCEAN INC NEW SHS ISIN#KY 1327000 -5618 TRINITY INDS INC DEL FRMLYTEXA 1257000 -7101 TYHEE DEVELOPMENT CORP ISIN#CA -2408000 183250 U S GOLD CORP -28000 5650 US GOLD CDN ACQUISITIONCORP SH -4000 0 VALERO ENERGY CORP -114000 -200 VISTA GOLD CORP REORGANIZATION -69000 -38100 X CAL RES LTD -4000 0 XTO ENERGY INC 102000 -267 YAMANA GOLD INC ISIN#CA98462Y1 1645000 -49984 YPF SOCIEDAD ANONIMA SPON ADR 86000 -1400 YUKON NEVADA GOLD CORP ISIN#CA -66000 3910 ZIMMER HLDGS INC -270000 940
  2. alright, sorry to keep banging on about this but here is a perfect example of what I mean. From Doug Casey's subscriber letter: Always the wrong reasons. Always time to buy on dips. Always an opportunity for great profits (unless you bought in two years ago in which case you'd be looking at 80+% losses).
  3. look at Schiff's EuroPac portfolio - not doing so great for such a wise guru. Especially when you deduct the horrendous fees he charges.
  4. It's not just the ones I own (those are dead wood floating in the sea of my red portfolio) but i've been following recommendations from as many as eight gold and silver publications and since 2006 the trend has been down. Would you want to hold these things for two years based on the advice of a thousand gold bugs who are sure! this is the perfect buying op ("buy on dips", "buy now, this is your last chance", "hold, it's just a matter of time", etc)? If these guys are the experts and they can't give decent timing advice (two years is ample time to get out and back in near the bottom) then who can? No, these guys are talking their book and passing it off as investment advice for these trying times. I know Bubb has made a good profit from miners since 2001 but then the smart money was also buying bullion around that time for a none too shabby 400+% profit (so far). Most people aren't the smart money.
  5. yup, there are loads of bullish articles. Now look at the stock prices. Someone isn't convinced.
  6. I don't doubt that but surely owning the bullion is more sensible in a bear market like this one than hoping someone will see value is these miners who have escalating operating costs and difficulties obtaining funding? Seriously, does anyone here have the honesty to post their losses (in percentage terms) buying in to these juniors at each "bottom"? For disclosure: i'm 80+% down on Tyhee and 96% down on Northern Lion - the only two i still own.
  7. another bad day for the junior mining shares....could this be a bottom (again)?....does this signal the start of the next up leg for the mining shares?....blah blah blah.... Face it guys. Your better of burning your notes to keep warm this winter. (note to self: be prepared for an almighty sh*t cart load of abuse if the mining stocks rally)
  8. It looks to me like the main trend changer is war. Is that what we're building up to?
  9. Please excuse my lack of experience with charting but surely once a support line is broken, followed by another support line, doesn't it suggest that these lines are somewhat arbitrary? What does it mean if gold breaks support at 710? Is there a conclusion that can be drawn from that?
  10. Just a thought, but why would a silver merchant want to accept cash for silver if they thought there was going to be a massive inflation? Why not just lock the doors and sit in the vault with the inventory waiting for D-Day?
  11. Because there is still a chance of massive deflation....even after the Feddie and Frannie bail-out.
  12. What's going on? The vol is almost flat today. Have all the gold traders taken the day off today?
  13. At what point does it stop being a correction and start becoming a bad investment recommendation?
  14. uuuggh. My energy stocks have been viciously murdered lately and now gold is getting the knife. Is there anything that won't escape the carnage?
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