Mostly: Classical

[roni]

(BTW: Roni -- except for the 26th you haven't posted much here - mostly on AAPL; seeing as FP thinks we are all weird, I had to see what would get you to post. Cheers mate!)

Well, I dumped a bunch of PMs a couple of weeks ago - have nibbled back in some. Bought some Pacific Ethanol on the drop after announcing a private placement. Bought some Mastercard (MA). About 50% cash, waiting for YABO (yet another buying opportunity). I'm having a good year, but down quite a bit from the high for the year - still up 31% YTD though, so can't bitch too much.

I think the second half of the year will be good, but that remains speculation at this point. The only worry I have about AAPL in the second half is the more general concern about consumer spending. I will be picking up a MacBook before the end of July, unless some quality problems show up that cause me to wait.

Traveled to Mexico again - some photos and stuff at http://web.mac.com/roni_smith/

Life is pretty good. Expecting to move to Mexico in early 2009, contingent on a couple of little things. Oh the photos from this trip are in the Ajijic, Arizona, San Miguel and Guanajuato links

Best wishes Blake.

Ron