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I think Gold is poised for a pretty good performance this year but its not easy to predict and its likely to be volatile.
You could buy into FTR.
Its a telecoms industry company in the USA that SOROS recently bought into. It has a dividend currently yielding around 10% per annum and the dividend is said to be quite well protected but the share price is depressed and the yield should help it go back up again - infact I think you could make more than that extra 4% on capital gain within a year.
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