• Seth Walters
    Went to cash on Friday. Expecting industrials I held to take an earnings hit, but we'll see. Long term bullish on coal, iron, and China.
    Reply (3)
    • Seth Walters: Hmm. Nope. BTUUQ at least put in a stellar performance. Be interesting to see what happens between now and Nov6, and on Nov6 of course.
    • Sam Liu: how can you be long-term bullish in cn? Invested in Banks and utilities?
    • Seth Walters: High growth, very organized, lots of cash reserves and potential to stimulate.
      From other sites