Replies to post #113217 on Zeev's Turnips Patch-No Politics (ZEEV)

[Ace Hanlon]

I agree with your outlook for the next month or two. I do not expect a serious drop to begin until late July or early August -- possibly from levels somewhat above today's.

[Babylon]

Are you planning on riding it down, 50% invested, near those levels? Or, is there something (price point, indicator etc..) that would cause you to raise cash during (or before) that retrenchment in order to take advantage of the discount that could be offered in the next 30 days or so...in order to be back UP to 50% invested near that level?

Or possibly nearly a 100% invested position near that level, assuming the colours are good?

Just curious how you're thinking of positioning yourself with this expectation...