Some ramblings. # We had the Biotech & mobile mania...Now they are lack luster...The vast majority are down by some 50% from their peak. # Miners are showing some life...PNA T/O may be an early sign of M&A activity in the sector. # Nickel is too bullish for its own good...Is it a temporary supply shock?...perhaps ,because other base metals are not showing the same vigour. # I picked IGO ,TGS ,OGC , NST ,MLX because of their relative outperformance or leadership in a moribund sector. # Some of kitcometals.com ratings: (1) Buy ,(2) Buy/Hold ,(3) Hold, (4) Hold/Sell ,(5) Sell....I ignored anything with a rating above (3)...May be helpful to see what the "experts" say. Base metals: MLX (1.3) , MDL (2),OMH (2) Gold: BDR (1.9), GRY (2), NST (2.2) ,OGC (2.6) Uranium: BKY (1)....The only stock with a rating of (1) Iron Ore: SDL (1.5)
