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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread
VTI 335.99-1.1%Dec 12 4:00 PM EST
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To: Investor2 who wrote (6515)10/18/2011 4:22:53 AM
From: marc ultra  Read Replies (1) of 10065
 
< Are you cashing out of all equities, making modest reductions, or something in between?

I now only hold a biotech I'm willing to ride a bear through and and an illiquid microcap semi-equipment company that has fallen sharply and it's market cap is not much higher than it's cash so I'm kind of stuck riding this one out perhaps until the next up-cycle.

If I got lucky I think it could be a takeover candidate which would bail me out both price-wise and give me the liquidity to sell without driving the price down further which is currently the case but I could wish I could hit the lottery as well..

I am out of everything else like WY particularly given its cyclical nature and the fact we're probably heading into a recession. I'm basically making a bet the ECRI recession call will be correct, Bob, (and my bullishness prior to the ECRI call) will thus prove wrong, and we'll be in a bear.

It's probably the most uncomfortable difficult move I've made flipping from a strong bull to a bear based on the ECRI call but I think being bearish and defensive is the prudent move here. It's a tough personal decision so I'm not saying what others should do.
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