les taures, ca m'emerde, Esteban,vraiment.
Im into oldtime religion of low PEs and PEGs, currently portfolio weighted average of 1.07 for PEG and 34 plus change for PE.
As the King Kong grandma's bedtime story went:"Kiddo, when I was young, bananas were that big" : back in March I was concerned, because my composite PE dropped below 200 ;). Fact is other things, like my paper weight, dropped a little too ;
I still think that Germany is now the place to be with your bullion. But I been telling this for some time to no avail. The only US positions I am in are (gulp) a 2002 MSFT leap, 40% in the red, and ATML - straight stock. But, as you well know, I am open-minded. Although, as always 100% plus invested. General-Re? BRKB? Or should I wait;)?
So, how're your hotrod machines doing in the corrosive atmosphere of state of California? Greetings to Madame, if she happens to be around.
Re 200 pound resistance, I think I have it cracked now. But God, does it hurt. As you always wisely summarized the situation: what we now need is (even) more PAIN.
Love to all
dj |
