TLindt, My Take FWIW...
Like all perennial laggards (like SEEK, in fact),
I would prefer to just muddle along as we are.
That's my vote. Cats & Dogs is something I look
at just to see if anybody's getting real or realer.
I think of it as the farm team... although, I know,
there are some bright lights there. Big names and
big winners.
However, the main event remains for me the
base portfolio. I think there's a good, interesting
mix there. And as the storms hit... which... well,
I won't go there... I'll be watching for buying
opportunities.
BTW, inside of three weeks at the latest, and just for this portfolio's
sake, I'd sell all of SEEK. (That won't be my play as an
individual investor... but I've got a different set
of structural tolerances... and enough information
to hold LONG TERM. But, for portfolio management
purposes, I think SEEK will need to cleared out. If
I'm wrong, I'm wrong. We'll see.)
Enough for my opinions...
Best Regards,
c m
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