Hui and Julius- I would appreciate it if you could look into your crystal balls and tell us which stocks will have yearly charts like TS and PCU a year from now. OK, I know that is tough to do and if you knew you would not be posting here. I really do appreciate your several and various breakout stocks however. As the market is nearing or is at a 5 year high, I wonder to what extent I should be getting nervous about the market and move to more safe investments. I have my own views of course, but the value of several of the SI boards is that there are many very sharp people, who have views that help us modify or substantiate our own perspective.
I wonder about the macro view of things, from a general market and sector viewpoint. I note here that Ed Owens, who has had an incredible long term performance with VGHCX shown in the link below,
bigcharts.marketwatch.com
is "incrementally positioning the fund to provide more downside protection while still participating in the very favorable long-term outlook for health care". Note that in the posted chart the dividends are not taken into account, so the performance is approximately 2% per year better, compounded.
My view is that big pharma is in stasis mode, while the small and mid caps are in a mu(n)ch better situation.
I am interested in other peoples' view regarding this sector, that of energy and precious metals, and more generally technology and telecommunications, areas where many of us have been focused.
BJ |
