PCL

One portfolio did well... mostly due to PCL. And the other, slightly below average.

PCL is racing away for 2 reasons. Its tenements in offshore Kenya have attracted attention of the big boys. And in Namibia, the tenement just south of it looks like it might have lots of oil in it; no drilling yet.

I bought into BRU at $2.72 after resisting for some time but resistance is useless when the drilling results have been very good recently. If the next drilling result is good, then I know that I have made the right decision. If it is bad, then bad luck.