Seeking Alpha
  • jdub2788
    Added to TJX, CMP - 10% cash.
    10/23/12
    Reply (13)
    • Hypnos7: What's your thesis? Consumer and materials will buck the overall market trend?
      10/23/12
    • jdub2788: I like the names, I needed something besides oil. I have plenty of gold, plenty of T, plenty of miners.
      10/23/12
    • jdub2788: I had freed up cash, CMP and TJX have been strong in a falling market. They''ve sold off enough to become attractive.
      10/23/12
    • Hypnos7: Don't trust cash until this correction is over?
      10/23/12
    • Ocean Man: I bought CMP today too.
      10/23/12
    • jdub2788: Nah, not trusting cash isn't my opinion, I just like the names going forward. Are you cash now?
      10/23/12
    • Hypnos7: some cash, some long natgas, the rest short CTL's and silver
      10/23/12
    • vinyal: Not buying anything here. Too risky. Downtrend has just taken hold
      10/23/12
    • jdub2788: This is my IRA, so my strategy may be different than a brokerage account.
      10/23/12
    • jdub2788: My time horizons are a little longer.
      10/23/12
    • Hypnos7: Ah -- I'm cash in my IRA.
      10/23/12
    • slimmbrimm: playing follow the leaders started CMP position 76.61
      10/23/12
    • jdub2788: I'm cash (money market) in my 401K. I get 100% on my investment up to 4% of my income. Why bother risking that?
      10/23/12