Ramsey, you make me nervous ;0)
I am looking for things to sell from my portfolio, but cannot find any, and so may have to sell stuff I do not have.
On the postings, I intend to post them, to invite critical comments, and I intend to continue studying the ways of Pezz, KastelCo, Energyplay, ... and the others on this and other threads. I think SI is simply full of good ideas, and bad thoughts ;0)
My 2003 result was 63% big picture driven (GUDD) (see near bottom of page achamchen.com ) and the rest (in order of magnitude) came from Lumacom in Australia, KastelCo/Energyplay's energy royalties, NEM puts/calls, Pezz's gambits, etc.
The big picture gains may be hard to come by in 2004, and so ... I am afraid.
Chugs, Jay |
