Ocean Man: Bildar - I formulated a strategy for yes QE and no QE last night. My portofolio was largely yes QE already, with small GLD put protection.
9/13/12
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Ocean Man: Yes QE strategy was close GLD puts, buy GLD calls, buy my favorite oil co's, buy blue-chip dividend-payers, and search for forgotten stocks.
9/13/12
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Bildar: Oil related companies should do well for quite awhile, one of the best sectors right now (so says Hal). You did well buying these.
9/13/12
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Ocean Man: Thanks, agree. Junior oil services did even better than oil co's. Already had BAS +9% and HP +3.5%. Happy since HAL and SLB were up < 2%.