-->heute auf meinem Pult gelandet:

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Maintain an overweight position with respect to S&P/TSX Composite Index (the TSX Canadian Gold Index weight is currently 5.7%).
We expect the prices to trade in a $360-$400 range for Q4/03 and into Q1/04. The gold price should strengthen as global attention returns to focus on a stagnating global economic situation.
Beyond Q1/04, we expect some softening in prices as the central bank selling agreement is renegotiated.
Top investment ideas are Kinross, Placer Dome, Agnico-Eagle and Gabriel Resources.

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Emerald.