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Re: None

Thursday, 09/14/2006 4:58:58 PM

Thursday, September 14, 2006 4:58:58 PM

Post# of 173737
Disappointing Day:

If my largest holding, MVCO, had not declined 2%, if I had sold before today PDGE and EZEN, and if I had not had a healthy percentage of my portfolio in resource stocks (O&G, O&G service, Gold and mining), I would have been even today or slightly up. Unfortunately, I ended down 1.5%. Still up double digits for the year, but getting closer to single digits.

Time to contemplate and reevaluate.

Tmcal

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