1 day left.
What I did today:
- Sold HRAY, CHNG and one micro cap.
- Bought some GU, GLW, SDTH, GPOR and SU.
I find myself agreeing a lot with Jim Rogers. IMHO, China is good, oil is good. USA is tough to judge, but I am not as negative as gloom-and-doomers, so I don't exclude it. It is a great time IMHO for China to find their own groove and really decouple. Russia won't do it, they are essentially screwed. Brazil probably won't do it, although there is a chance that they may. China has a strong opportunity. India also although their path would be very different.
Thought a bit about strategy. At these prices, I am looking to buy stocks that could go up 3X and not be overvalued. I may sell "safe" stocks that do not seem to offer 3X appreciation potential (e.g. MMM, HANS, PEP) although these are such "fortress" stocks, that I am not sure if I want to do that. Still need to think.
Let's see what we get on Monday. |
