Jaguar Mining (JAG): Sold at a <1%.> I want some liquidity in the port, and JAG just isn't responding to the rise in gold. Sod's law says it'll pop in the next 30 minutes.
Gold Reserve (GRZ) is at U$1.33. It's been slaughtered in the last couple of sessions, and has that naked shorting smell around it. If I were braver I'd pick a few up here, because of that residual asset value argument I have (that's not holding up, it seems). But I'm just not brave enough, and even my minimal long exposure here is enough for the moment. With Rusoro snaffling all the assets it can get its hands on, and with more money from Hambro to do it with, I see GRZ selling its undeveloped Choco rights and getting some more cash under its belt.
Net Servicos (NETC) continues to underachieve. Now at U$12.4. I have more patience with this stock than I have with things like JAG at the moment. The sheep-like analysts all said "sell Brazil" at the same time yesterday. The same sheep will bleat "buy Brazil" all at the same time in the very near future. I may add a few NETC here...undecided as yet.
Important: I've said it before, and I'll say it again. My ST trading port is a minor part of my total portfolio. I enjoy the trading aspect of the market, but the real money is made by buying and holding quality on a long term basis. Also, do your own DD on anything mentioned here before investing your money...that's cos it's YOUR money dude, and not mine. You are reading this blog for free. That is something you should remember at all times.