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Re: OldAIMGuy post# 18562

Friday, 02/03/2006 3:03:50 AM

Friday, February 03, 2006 3:03:50 AM

Post# of 47129
That pretty much sums it up. I PM'd Bob on SI and soon afterwards my account here ceased to be a severely limited account. As is my custom on SI investment subjects I will attempt to limit the idle chit chat.

I trimmed a little GNSS today for a variety of reasons. There is a bank stock that needs to find a different portfolio than mine soon. I had dropped down to .33% in dry powder recently. The profits I took on FDRY on a wimpy position added to the cash, but that and a bank stock sale will get me back to around 5% cash. With the growing weakness in the dollar, I am emphasizing non dollar denominated securities. I may hold them instead of keeping cash in weak market.

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