Mike:
Thanks for all your advice on this thread. I am always looking for additional positoins to evaluate (long and long puts) What do you think of GEMS at these levels ? Also, the only CEF I own is IFN, are there others you like ? I am considering ROC but havent bitten yet. I own Dbrsy, arc, slb, flc, usu, genzl (ouch)and otl(ouch) Any others you like ?
On the put side, I have MU, GTW, DELL, INTC, NVLS, AMAT but feel I am too concentrated in the TEchnology names (mostly from reading HiTech strategist and your comments) Are there some other names outside of technology you are buying or would buy first thirds on here.
I have to like Flek's article where he states that only in times of "zero inflation cpi that is" can the monetary spigots stay open long enough to foment the bubble. Seems that long hard assets (including your house if you own it) and long puts in the fluff is a wise move
thanks
chris |
