Apple Inc (AAPL)

[roni]

My investment themes for this year have been AAPL

and precious metals. That has worked well for the past few years, and I think it will continue to work well for another year or three. I have had the occasional dalliance with others (energy, base metals, other tech), but not much and not for long.

Right now the only thing I am holding outside those twin themes is OREX, a small cap pharma that is going to a) save the world from visceral fat and reduce the onset of Type II diabetes; or b) be a spectacular flop.

I am thinking a) wins, and I have a small speculative stake in OREX.