Walter:
>> You're still heavy in cash I assume. <<
Yes, but put some out there today for one issue that was down 15% on the day, and which has come back 35% since a recent high. Also nibbled on an old-time fave that hadn't drawn much attention in recent weeks.
Went back in at about 40-55% level for the really frantic part of the rally (after the mini-crash at the beginning of the month), envious of those of you who were letting it fly. Continued to take it off the table as we went, however. Just can't participate fully...... too conservative and/or chicken.
Closing? Oh, no!! For just awhile? In the name of Rathman, please, say it ain't so! Yes, MLNM's convert was brilliant. Vision, vision, and vision. Vision, timing, vision, vision, vision, vision, timing, and vision.
Cheer! Rick |
