I'm certainly a buyer at this point. Due to the lack of promotion, coupled with the meltdown of commodity prices, Falcon is tremendously under valued in my opinion. The Macquarie report certainly will help new investers to see the underlying value.

I think there's a lot of cash sitting out there, due to the exit from founds. And cash always looking for value.

Natural resource funds
For the second consecutive month, results were nothing short of catastrophic for funds in the Natural Resources Equity category. Returns in October ranged from -15.4% for Dynamic Focus+ Energy Income Trust to -45.3% for Sentry Select Mining Opportunity Class. The numbers were similar in September, and while the results in August weren't quite as bad, they were also overwhelmingly negative.

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