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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?


To: rubbersoul who wrote (85883)6/26/2007 1:06:34 AM
From: DetectiveT  Read Replies (1) | Respond to of 313013
 
John,

Thanks for the update.

I am still about 15% cash and 17% HXD. With higher long interest rates looming and repricing of risk a la Bear Sterns Hedge fund mess, it is hard to see how the TSX or DJ is going to have a big rally ST.

I trimmed some ADM today with ACB of about 2$. I missed selling lots in May much higher. ADM is now about 15% of my PF.
My EPM plus wt.a is probably 25% of my PF. At least the stock is fairly liquid. Will sit on it in the hope of a break out, but not holding my breath. The charts are nice as CD says.

Added some BCM at 8.12 and almost reloaded on BCM.
Might sell some of my DNT. Surprised that CD dumped it.

Too bad that SPM is in the toilet. Let it go soon after the PFS news two weeks ago.
Will be watching SPM and SNN per ZY's updates.

Thanks,
Terry