Just to keep my postings of my own holdings up to date so I won't get accused of lying, I am maintaining very heavy exposure in LEAP puts on the Dow and on QQQ, in BEARX, and in LEAP calls on NEM, to which I added another third yesterday. Like anyone else, I am not too happy about my hydrocarbon stocks but consider them a core holding as an inflation hedge. These include BR, TLM, PEL.TO, NCN, and an array of other small US and Canadian oil and gas companies. My wild speculative card is AVVP, which I continue to play with but do not recommend to anyone else. I have a lot of money in FAX, which has just been hit because they reduced their payout, but the underlying value in high grade bonds is sound; also BEGBX, high-grade euro-denominated bonds. I have a big holding in USU, the nuclear fuel processor.
OK--all just for the record. |
