Mostly: Classical

[KastelCo]

Hi Michael,
Wheat's makin' dough !! (SWPb) Decent news release at the bell may add a few good pennies :o)

Gold up added a bit this AM for a pleasant afternoon surprise. Should have left a stinker in for Alamos but didn't.

Lightened up on more energy this AM. I'm looking hard at that as I feel I may have overdone it a bit. Some trusts actually look like buys here.

Looking for some other longer term stuff but still waiting for DOW 10K... and beyond (whichever direction that takes ;o) or not... Great portfolio day here and on such a low investment percentage. Funny my cash is higher than my portfolio was not too many moons ago... tough bear go figure eh! ...


Interesting times. No real shoulder season pricewise..
Gold stocks not napping yet...

Watchin' Tesco closely.