Mostly: Classical

[KastelCo]

so be careful and don't be afraid to stop yourself out. Duly noted and yep I'm not inclined these days to ride them down. That's why I took my lumps in Paramount right away which turned out to be correct. OTOH I've left more profit on the table than I care too this year but then again I'm still making money :o)

I saw the Nevsun over on SI. Like I was saying I think gold stocks are 'normal' now so good is good but everything will be muted by last years standards.

On your energy pricing that would be OK. Energy trusts will be out of favour. Good ones will pay me 13%-15% just to babysit. So once again it will be 'Go Back Jack and Do It Again' - Steely Dan...

I'm not far off your cash allocation right now but still about 25% energy. I found out that 'The Waiting' is NOT the Hardest part (Tom Petty) but the 'Selling' is. My biggest weakness anyway. I did an about face and sold the majority of my Advantage today after a hard bit of thinking this weekend. It was a double not including dividends in many accounts. Man's got to realise how many months of dividends that is (better than 3 years @ 15%) and be realistic about seeing that capital gain profit vanishing. I pulled the trigger on my daughter's NAT last week in low to mid 16's. Held it I think 3 years plus dividends from mid 10's ACB. Another favourite bites the dust LOL.. All that fretting and you know it was such a great release to see the last fill. Didn't nail any highs, just a good price and profit ..

Been following the 'End of the Cycle Debate' on Big Dogs's Thread. I was already getting twitchy but when jimp posted the highland chart showing the steepening fill rate I had deja vu. That was of course exactly the opposite of what I saw that made me go overweight in January. Looks like Jimp is this cycle's 'kinder gentler SOB'..

Not Sleepless in Toronto
Kastel

Oh being an 'Assistant' do I have to tune anybody up :o)