adios
12-02-2003, 04:37 PM
I still hold a substantial percentage of my portfolio in NFI but I sold some today. I think NFI is still a good long term story but the main reason I sold some (2/3's of my position) is that it just got to be too much of my portfolio. As it is most would say that I'm overweighted in NFI by an absurd amount after selling 2/3 of my position /images/graemlins/smile.gif. I may buy back some if it corrects here but I'm looking for other green pastures right now. I like the CanRoys since you do get a play on the Canadian dollar (although Canadian $ increase may hurt profits some), a high yield, and I like the prospect of higher energy prices going forward. CanRoys are different than AmRoys in that they can add reserves by making acquisitions.