Hi ad - thx, you are most kind. And sorry for the delay, just a week off and I can't believe things have already piled up --- and I am not talking about work <g>.
Yes, I like to bottomfish, but the results are definitely a mixed bag. After sustaining a prolonged hit in the great bull market [I used to favor out-of-favor small stocks, really a double whammy!] Now, I branch out a lot more. My stock portfolio is still very much an arcane collection, while I use my mutual fund portfolio to participate in the big name tech stocks and other value varieties. I ve also had some emergency cash for rainy days [some friends of mine go whole hog into stocks, but it is crazy to me to take out a equity loan to bet on the net stocks!]
Back to CDO, technically, it is still terrible. I hope it is simply a sector problem [although, unfortunately, CDO is painted in 2, namely, DSL svs provider and Venture.
So, now, CDO is back to be a value stock <g>
best, Bosco |
