Iqbal,
I truely enjoy your thoughts and post so much. I start my day with your economic brilliance and coffee. Now I'm an addict.
Believing that we are at the best of times and testing new unchartered waters would you suggest we put additional monies into our long positions and let the trend be our friend, or should we sit on our hands and wait for this big bad Asian contagion to engulf us and buy on REAL dips. I guess my question is (as in the case of Gillete) does it make sence to add before the split, knowing that it is a world brand and probably will get hit eventually with the Asian downfall.
In November I was fortunate to go to Bali to meet with Asian partners of a world known executive search firm. It was a real eye opening experience for me which I will be ever gratful for. For that reason I have been extremely "cautious" on my picks.
My main question is, you make sense out of this market, I trust your advice. Sould we add to our G, GE, INTC, SCI, T, WMT, or do you think we will get a better chance at discount prices.
Enjoy your thoughts and consider you SI's Wall Street Week.
Your humble follower,
Marcie |
