Replies to post #155629 on Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

I might actually be closer to 40% cash, the core (I just added three positions there today, SKX, COO and PII), the value orphan (though SEMI, HAUP and GTW have left in the last few weeks, months), and the like of COCO, GIVN, ZRAN (it it does not breach $20), IBM (if it does not breach $88 and does not give me a fair exit), the bu$$ (provided $15.40 holds), PSFT, TEVA, TARO, etc... I also have 10% in gold issues, which I really consider a negative hedge...