Thanks, Candide - but I'm really not much of a stock picker. I just try to get the market & sector right - the individual stocks just seem to follow.

Yes, I still like the PGM group - I currently own ANO, PLG, XPL, PAL, ER.to, ELR.to (although I've sold half my positions in PAL and XPL). I also like the leader SWC, but I just prefer the smaller stocks because they have more beta.