Saturday, May 23, 2020 11:48:10 AM
Again with the caveat that I really am not an expert-far from it- as I have had some real disasters in my history.[ Anyone who claims otherwise is a liar]
On the general market- the knives are still falling.
As I said last July, I sold 80% of my bank holdings, which was my largest position. I have been waiting to buy back BUT NOT NOW. Watch the earning reports that start next week. Provisions for losses are going to be scary!
However, RHT is a different story, I believe. I have a large position so I am motivated to be positive. But management has learned their lessons the hard way and are moving forward deliberately to take advantage of a health demand need with their significant unique programs. They are not in the HYPE mode. The normal release of financial quarters will provide shareholders with reliable information. Those traders who demand flashy predictions will be disappointed, but investors should be rewarded with actual growing revenue results.
Thus ends the sermon. Good luck to all.
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