Ann: Monsoon Drilling Update-S2R.AX, page-12

Yes, I do like some other stocks. Thanks for asking.
Currently, 50% of my portfolio is in the mining space. Solid investments in ERM, MGV, BLK. Smaller investments in MOY and ALY. All of these, at some stage were smacked down, as S2R is at the moment. I consider myself a long term owner in all of them(apart from ALY which I'm happy to divest any time). I've made good money on all of them and I strongly suggest there are plenty of runs to come. The bottom line is I only need one of them to come good and the POG to hold up.

And, of all of them, guess which one I am most confident about. Yes, the star.

Now, to be fair, let us know which other stocks you're selling. I want to get on the other side of that trade when the traders begin to panic.