Oh you Footi people have such a sense of humour, of course that serves you well when you are sobering up in jail!!:):)
Buy em when they are cheap, a good policy, I just want to stop buying them just before they become cheap.
We do have vastly increased volatility since the first derivatives bomb last summer, and I agree we are still in a
commodity bull. Interestingly though D. Coxe did shift his allocations of late, toning down the base metals because he sees the price of oil as hurtful. We shall see. I expect the myth thta all of China is driven by the Olympics may provide a swoon until
the stats come in on their continued growth thereafter.
I am holding CPQ, POE, CEF.A as my bigger plays but also have some PEZ ( ONE OF THOSE AVERAGE DOWN CANDIDATES) ANI, LAQ, CSI, CSI.WT SNS, GRI, GDX ( there is an accumulate for a move someday)
a couple of more punters, Nog and VGN
plus 2 interesting Biotechs a stranger world than the PMs!!:):)
SVA AND NPC. SVA I am losing my **S on but it is real cheap her for a shot at a diabetes cure, and NPC is much more advanced working on Alzheimer's.
Off home to watch the U.S. Open.
Not the tennis one:)
Cheers,
Ogi |
