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To: Rollocaster who wrote (4470)1/9/2006 4:29:29 PM
From: ogi  Read Replies (1) | Respond to of 78411
 
Thanks Lester: Went to the link , forgot to reply. I think you are right, bcm worth sitting on here. I would be surprised if the market has gone scared of it because of what might happen months from now in Peru. Still, there can be no doubt that the landscape has changed and will change again!! I will keep the political landscape in mind with all future portfolio adjustments.
I have only started to make money in recent weeks, I faced a correction that started in Nov 03. I admire the discipline you say you are managing your PF with. I am running with the bull a little longer still. I am certainly more conscious of trimming positions as they grow though. I do want cash on hand which is the only way to take advantage of the opportunities that present themselves in the corrections.

Cheers,
Ogi