Mike, the only one you listed that I follow is GZTC, which has long been one of my favorite small biotechs. I own a full position here and am very happy with the new agreements they are signing for their Frankenstein Goat's Milk. For the others, the symbols don't even look familiar, so I won't make any comments.
I think Asia is a bargain. The question is whether it becomes more of a bargain. I own pieces of EWM, EWS, FPF, IAF, EWJ, ROC, and APF. However, as I often warn, these are not full positions and they are only part of my cap gains portfolio which just comprises 10% of my total portfolio right now. So, in general, I'd rather be long puts and involved in income plays than own long stocks, even relatively cheap ones. And I am keeping a lot of powder dry even within the 10pct. that is committed to long stocks.
MB |
