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Post# of 173791
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nutsaboutgolf2001

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nutsaboutgolf2001

Re: None

Monday, 07/25/2005 7:11:25 PM

Monday, July 25, 2005 7:11:25 PM

Post# of 173791
XWG,WLDA out; SMXC, SMID in; CFK doubled up; ASPN halved.

Despite playing 18 holes, I was quite active in the markets today. Sold some of my big winners - the remainder of my XWG, all of my WLDA (which I had not touched for almost two years), half of my ASPN. Doubled up on my CFK, and bought some SMXC and an initial position in SMID. Am worried that the high fliers will be the first to get hammered in any minor correction here, so am moving to where I see the greatest value.
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