Simple arithmetic

POG up by nearly 1% and AUD trading below USD$0.98 but the DJI dropped 0.6%.  The SPI is also down by 13 points.  Well, this means on Monday, the ASX All Ords will also fall but I will collect alpha because I am heavy on gold stocks.

AGO has also fallen badly and there is talk of a cheap takeover by the bigger boys.  As it is now close to $2, it is time to look at accumulating this stock again.  The management is superb.  Problem is I am running out of cash and new contribution will be diminished after June 2012.