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Hi
I've been busy in the last year myself. I recently got a job and have been doing okay. I've been maxing out the match at work and have done okay. I had a rough week in the markets since last week, I had a 2.5% loss and now it's at 4% (from last July).
I finally sold my shares of JCP. I kept a little position just in case it rebounds, but it looks like its balance sheet has become very crummy although they've done okay for inventory management. On the other hand, I purchased GOOG at its 52 week low and have held it since (purchased at $416.47 per share). I just bought Mastercard (MA) and am taking a look at AAPL if it falls to between $140 and $155 per share.
It feels good to be back. I'm very happy about how FXP holders have been doing. Once FXI reaches between $60 and $85 per share, FXI might become a desirable investment; FXI goes long China while FXP shorts 200% of the Chinese market. A fall to a 7% growth rate would likely mean a 70% decline in the value of the stock market. I think it's a good economy, but it was simply at unreasonable prices.
I think TM and HMC will do well, while GM could see Chapter 11. High-quality is important in this market.
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