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Conan the Barbarian » Comments » AMAT

  • Copper and Resources Lead to Portfolio Outperformance [View article]
    Hey Mad, last I saw $54 crude was bubbling...

    Mobius was on Late nite, emerging markets, hard assets, oil, ag...best in Breed, China and Brazil.

    Believes we will be basing for a while but are in early stages of New Bull Market, Basic Materials buy, buy, buy.

    Have bought, bought, bought.

    I figure, the DOW stalls just above 8,000 and the S&P around 850. 30% gains in just a few weeks are unsustainable.

    Besides, MS earnings are due out on Friday, they have been conspicuously absent on the "We are making Money Front". IMO
    Mar 23 15:55 pm |Rating: +3 -2 |Link to Comment
  • What to Buy and Why: Barron's 2009 Roundtable, Part II [View article]
    Eli: you apparently missed the asterisks associated with Zulauf's picks: Gold only if it drops to the $700-$600 area.

    For Trading Picks:
    Oil and the Asian equities: only after they go to new lows.

    Personally, I'd wait for both corrections to occur before wading in with both feet.

    I have started tracking HIG. Awaiting Earnings and guidance.
    Jan 20 11:17 am |Rating: 0 -3 |Link to Comment
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