Mostly: Classical

[roni]

F, I'm in the oil and gas patch

would not really call it big, a wee under 20%. I still like AAPL going forward - there is short term risk - with earnings and MacWorld announcments in the same week, it should be exciting anyway :). The spouse is enjoying her new 20" iMac that she got a couple of weeks ago.

I rolled GG profits from a sell on October 11 into Apple and an oil service fund. Apple is up near 40% since then, the fund about 13%. Those are both in my wife's IRA, which is at an all time high so I get to continue being her advisor :). GG is 19 cents lower now that it was when I sold that batch.

I have some cash. Maybe I will move some of that into energy also. Then there is this computer storage turn around story, ADPT that I opened a position in a couple of weeks ago.

Took me several years - started investing in 1998 - but I am starting to think that I may be not too many years away from getting the hang of who to read, how much weight to give their opinions, when to make moves :). Still odd sorting it all out though - Grandich says to get out of copper while the CEO of PAAS is giving speeches about Peak Copper :).