This message is what I have been hearing from friends who have over the past month been lightening up on the producers and buying a basket of "good" juniors still at bargain prices. They missed out on the moves from their lows but their majors did ok. I think it is important to choose a few juniors to spread the risk though. This is a sector shift the past few weeks.
A takedown in Au and Ag would just allow for the purchasing of more shares. Keep some cash handy for emergencies and opportunities. Watch your margin if you use it. If not, the rest of us may get some bargains!
Woodstock