Blogging in the presence of Senor Tropicana is like playing hockey with Eric Lindros: boss. I feel so fucking honored for this opportunity.
I will speak with brevity, but only to not waste our time. My account is bullshit and five figures. I’ve never had liquidly concerns when entering a position.
For what seems like an eternity said bullshit portfolio has taken a neutral position. Cash hordes hover high, no less than 50% because fuck, if iBCs tier-one’ers are holding cash, who the fuck am I not to?
I’ve been averaging in and out of WFM for the last three months and now only retain a small core position. How small you ask? Fucking small, 45 shares.
I’m in GSVC like everyone else on the internet except Howard Lindson who lives on an island.
I picked up RGLD on sale early this month for 61 bucks. Feel sweet and will add to the position on a decent pullback. I would be scaling some off this week, but have only a ½ position.
I’ve held AWK since MCT highlighted it in January and hold a decent amount of my worth here, about 10 percent.
High spec play (more high spec than GSVC…lol) is APP. They’re a going concern and under a buck, true piker shit.
And last but not least, SKF with an average price of $76.4 fucking 1. A position so logical it’s been incredibly wrong.
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