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SaltyDawg

02/08/11 6:21 AM

#15540 RE: swampdonkey #15539

Swampy, Good morning. Know exactly what you claim. The CCMWEEEE saga HAD CONSUMED about 14 hours a day of my being since Sept, minus the weekends, well Sunday was mine anyway. Got that same mental block just with family at home and its NOT GOOD. Again drug addiction comes to mind. Many days/hours spent w/ 3 year old daughter on lap and of course she gets bored easily especially when she knows Diego or Dora is just a click away!

No day job here but do have a family......as posted earlier.

Need (needed?) a de-stress break and new outlook on life events.

Have substanial investment here also, not as much as you and some others, but substanial as it certainly can affect my future plans too. Am not bailing, just taking a break from the constant drumbeat of C C M W E E E !

Could lose every $ of CCMWEEE and other CGS, but will NEVER FORSAKE my family for anything. Have been guilty of doing just that with my time here and am man enough to know a detox is in order.

Again, still here just not 16/7 anymore for awhile anyway!
Probably about every other day, maybe daily for awhile just in guarded moderation.

CCMWEEE is a winner and will be vindicated.

Good Hunting!
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researcher59

02/08/11 7:33 AM

#15546 RE: swampdonkey #15539

I don't understand the rationale behind putting so much of one's investment portfolio into a single stock, let alone a China stock that is under attack from short sellers. Why not be diversified rather than have 90% in CCME. Yikes ! Granted, CCME may indeed eventually double from these levels, but maybe not .... there are plenty of other less risky investements that could also double.

I've trimmed my holding and currently am around 10% (which I still consider overweight) assuming I'm assigned on all my naked puts (which I view as unlikely, but certainly possible even for the $7.5 strikes out to June and Sept).
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DLouis

02/08/11 10:07 AM

#15618 RE: swampdonkey #15539

shit man, that's ballsy!
ccme is 25% for me
you can sleep on my couch if it doesn't work out
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Motor City Trader

02/08/11 10:45 AM

#15649 RE: swampdonkey #15539

I broke all of my rules of diversification on this one. But it's only 80% of my portfolio, you make me look conservative Swamp!