| | | I was prepared to buy DRD at the open on Thursday, but the stock opened over 5% higher with an analyst reaffirming buy.
I am not big on mining stocks, big on investing in metals when the time is ripe. Very long silver and Platinum. Not time for Gold yet.
Miners are not worth the risk.
I am long BCD ( Bloomberg Commodity total return with well over 5% dividend), SLV, PPLT, Dr. Copper ( CPER), DBA, DBB, PICK and SLX.
I am long a lot of insurance stocks: MTG, RDN, UMN, ORI, NMIH. Overweight positions on first four.
I am long 4 foreign banks: SAN, BCH, BLX, VBNK
I am long a number of energy stocks: ET, EPD, NS, PAA, PAGP, IEO, CHRD
I am long a few cyclicals and have 9 shorts, added one on Friday late.
Went long BG on Friday.
Long a few special situations. |
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