Replies to post #75577 on Apple Inc (AAPL)

[Tex]

sectors

[trying to skip lines to keep this sentence from showing up immediately after sectors, so it liike like I'm talking about sectors I know about, when that's not the case necessarily :-)]

I don't know about Ag, but I like China (undervalued currency makes price/book better than it looks, and some favorable market opportunities for exporters and for those with products for domestic consumption). I entered CDS (at $9) as a play on China and have done well in the month since. I also bought CAAH at $0.06 in a direct offering, and that's not bad either. I'll look forward to financial reports from '08 to indicate the impact of recent China acquisitions, but I'm optimistic.

I've tried to diversify from AAPL into GS, GOOG, ACH, ACAS, MA, MIG, MKL ... it's not overtaking AAPL by any stretch but I've got to start someplace. GOOG's return since my spring buy at 450 hasn't been too shabby. GS thankfully dodged the worst of the subprime stuff, which I didn't have on my radar at all when I bought last year.

Any idea why AAPL took the afternoon haircut?

Take care,
--Tex.

[roni]

I am not a market timing genii.

I don't know where to put money. I can tell you where I put mine. It is in AAPL, GDX, SLW, GG, OREX, CROX and some more speculative things I won't mention.

I do not advise you to put your money there. That is where mine is right now - and cash.

In the commodities area that Rogers likes, particularly among miners and energy, one has to do some considerable DD on country and political risks, among other things.

Good luck to you.

Ron