Looks like a good morning
- far est markets are up strongly,
- gold is up stronlgly
- base metals prices are up acros the board
- LME inventory levels down for zinc, nickel, and copper
- lots of pre-market bids are up from yesterday close on base metal stocks
I used yesterday's volatility to rebalance my holdings. Moved some money into BMC which looked so cheap, I couldn't resist.
I was tempted to sell some QUA because of the dilution but then realized it simply made the company that much stronger.
Picked up some more CMM on news of the permit. Not sure if that was wise move for the short term with so many people taking profits but again I think they are in a stronger situation now and may have some more good news at the conference call today.
Hope everyone has a good day.
JFF7
It's better to be out wishing you were in than in wishing you were out.
"Markets can remain irrational longer than you can remain solvent". - John Maynard Keynes
