I'd say that's a good assessment, Skeleg. I know I've been buying as much as I can, with about 60% allocated to oil and 40% to gold/silver stocks. I was more lopsided toward Gold/silver, so now I am righting that imbalance and racking up the dividends.

As soon as I get money to invest, I am putting it to work on each pullback. Loaded up on Mag Silver at $3.50 US, Yamana at $4-5 US, Silver Standard at $7-9 US, Minefinders at $3.50 US. Almost bought some Kinross after reading the report by JP Morgan.

Kinross is now JP's top holding due to the Aurelian takeover.