Everyone has opinions. They give you their two-cents worth. I'll give you more. One penny more. That's a cool 50% more than others. And that's wicked value.
The LIVEROCKET investment philosophy is that at any given time, there are amazing companies out there that are building better mousetraps and generating incredible sales. This is not a buy and hold philosophy. No company can maintain exceptional growth and momentum for long.
Monday, November 12, 2007
Cashing out
Selling the following DRYS 84.43 FWLT 140.8 NOV 65.76
Get out of almost everything. Expect China to buy in soon, but not for a while
I think wrong timing on both entry and exit on DRYS. Its up 13% today :( Another heavy loss after TRID. Eager to hear your strategy going forward. Do you think SKF would be a good hedge against financials?
I think wrong timing on both entry and exit on DRYS. Its up 13% today :( Another heavy loss after TRID. Eager to hear your strategy going forward. Do you think SKF would be a good hedge against financials?
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