Friday, April 29, 2011

Taking profits in Gold miners, rotating

Sold 1000 Yamana Gold (AUY) @ $12.70. 16% gain on this lot; still have 700 left. Bought 100 GoldCorp (GG) @ $54.80.

I don't really like the severe underperformance (relative and absolute) of miners vs. the metal. We've kissed my $1570 target for the metal from the IH&S pattern so I'm getting a bit cautious and getting smaller.

Definite rotation underway from $Silver to $Gold, at least in the momo trade.

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