Interesting commentary from business reports today that light volume has contributed to the rises. On CLF's, per my June 4th post on SPQ, buying CLF's with proceeds from SPQ was good in hindsight, so I am out of CLF's today fully at $60.50 Good run. Next steps with this cash is 50% US cash because CAN$ is high, 25% to UC/NOT/EVG and 25% cash. NOT always in play and here's hoping for good summer.

BTW, had the chance to play in a charity golf tourney this weekend and it happened that two of the guys started an unsolicited discussion on NOT. Obviously I chimed in but in an interesting twist they were investment bankers and clamed up when I started to ask their near term prediction stating..."we are in heavy but that's all we can say". We exchanged lots of general discssion mostly discussed on here and it was interesting.

Have a good week all, hope the weekend was enjoyable.

Best regards,