G'day all - dear Crossy, good to hear from you. With impeccable timing, I dumped some of my small cap holdings the day BEFORE the rate cut last week [btw, I actually saw the pre FOMC rate cut coming.] I am now out of AMUT, HICO, partial CTU, FERO etc. Of course, this is the capitulating signal for everyone else to get in <VBG - don't worry, self deprecation is just my way of deriving some humour out of a bad situation - VBG.>
As I ve said in my parting words in HICO thread, that 1/2 Mil private placement is a major concern. I think you may want to see if there is a sucker rally as an exit strategy.
Dear Rick, yes, pathetically, I am still holding IMUL, simply because it has more cash in the bank than its market cap.
Anyway, Crossy, again, good to hear from you. There is always a tomorrow <G>
best, Bosco |