Hi Cedar,

You have enough golden ideas, I won't add anymore, but isn't adding gold producers to a PF already heavy with Gold Jrs... not really diversification?

One of the strongest sectors, believe it or not, is retail. BKE has been a shining winner for me. I bought some YLO.UN a bit ago. The distribution is about 20%, which tends to mean the market believes it will be cut, but it hasn't been. Even if it is cut in half, a 10% ROR isn't bad! It is currently holding on it's 50 day MA and I hope it will break upwards again.

POE and APV are in my TFSA and both up smartly from where I bought them. POE has growing revenues, zero debt and some good prospects. Local (Thai) politics is the downside, and what knocked some starch out of it's pants lately.