Do have a weighting in some mertal producers, but not this one. If you believe the natural resource story continues, the metal stocks are probably inexpensive. In the last few months there has been a catchup in the oils and this hasn't happened as yet. Will likely be some strength in these companies, but would prefer the mid-size companies. In the large caps, prefers Teck Cominco (TEK.MV.A-T).
Doesn't think there will be in it further offers on this. If you have an alternative investment you could go into, he would consider selling at this time, otherwise just hold.