Sector Investing

[Sultan]

FWIW.. I did not do what I usually do, which is buy when prices are like we had starting late last summer.. Net result is of course, sub par performance.. things that I watch have went up any where from 200% to 1000%.. No question, last year, a lot of the companies were as cheap as I have seen them in terms of valuation..

So I think there will be disappointments in that results by a lot of the companies will not support prices here but as for pullback, I have no clue.. but generally, unless things really disappoint, the pull back may not be severe..

Still sitting on some cash and hoping to deploy at some future date..