The reversal has has been greater than we expected this year, how ever keep in mind that the gaining period of resource stocks has over run itself. Shares never go up in a straight line,but after lagging other sectors for nearly a decade, the pent up shares gains were spectacular.
We feel that stocks will continue to increase this year at a more sedate pace as there is still room for gains as shartages for metals and minerals will in time become more acute.
See the right hand side column for the latest increases
