I've been away from SI for these past couple of weeks. I have a little bit of cometary today for witch I'm usually short on in my posts. Yeah, it's a little bit of a rant, but I don't rant on to often, and it does relate to my investing theme. I will even have some political blurbs today as it also does apply to my investing scenario. I've changed my cautious sentiment, to being outright very bullish, and also being more diversified. I'm getting close to being 100 % fully invested. Of coarse, I could be wrong. There are more than a couple of reasons for my sentiment change. First off, world events. Freedom is a powerful thing. It's starting to spread. In high school. I believe it's was called the domino effect. In theory, I believe, if Egypt goes so will others like her. I've not been watching world news, so they most likely are already starting to mention this. I've mentioned here at SI in the past it's not the Iranian people. It's their leadership. I have to ask myself . Why wouldn't most Iranian people want freedom of religion , free elections, and free speech, also freedom for their women? Freedom of religion is one reason why people came to this country, or so I was taught.
I sense the leadership in other non free Arab countries are scared for what is going on. Who are the friends of such countries. China, Venezuela, North Korea, Russia are some. Let me see, not exactly to much freedoms in those countries. Of coarse so is the US a friend, and other free nation countries. The US still has freedoms in our country, our forefathers drafted. The process is still working for over 200 years now.
The second reason for my bullish stance is President Obama stance on business. It's become more positive. IMO it's what businesses were waiting to hear. IMO Plain and simple. It comes down to that never ending political statement. "IT'S THE ECONOMY STUPID". If such political actions and others that might be forthcoming put people back to work. President Obama could be a bigger force than first thought come re-election time. If the situation doesn't improve that much. IMO- There are three wise men waiting in the wings. Their names are Ron Paul, Steve Forbes, and Mitt Romney.
The third reason is gold. To much PR on owning it, and why you should own it. IMO think food. As some others have mentioned. In a natural disaster witch would you rather have? Food is also my major sector additions to my portfolio. Adds to CAG CPB LNCE
food Message 24489261
gold-eagle.com
The forth reason is the Packers won the Superbowl. The Superbowl Theory. That is if you believe in that sort of thing. The NFC team must win for the stock market to go up.<G> :+ )
I Still might be out of SI Awhile longer as I have been blessed with a new granddaughter about six months ago. I Will be converting our dining room into a bedroom for our daughter. My father in law to help with the conversion.
Other Portfolio additions or adds AVP NCR OLN SVNT LNDC BKE
One notable- Sold out of UFPT yesterday witch was my biggest holding and biggest windfall year to date. Yep, I most likely sold to early, but I'm not looking a gift horse in the mouth. A very wise man once told me. |
