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hypervigilant

10/20/11 8:45 PM

#6919 RE: truetrue #6913

I went long in PMs in 2005, based on a gut-feeling. Paid off well. Felt that the PMs have played out for the next cycle.

Ran into BORK purely by accident. I followed the IHub posts and did a little research for a few weeks. Got that same gut feeling, so I went long BORK.

I think the pieces are coming together at the right time and in the right sequence. JB knows what he is doing, IMHO, and he has surrounded himself with the people who can get visibility into other markets because of their connections in industry/government.

The armor is SEXY and fun, but I think it is just the tip of the iceberg for the technology. The whole country needs to upgrade the power distribution grid - seems to me like this tech would pay for itself quickly when applied. The sky really is the limit for applications - and that doesn't even include BASALT...

I am a complete newbie. I invest based on my gut feelings, not analytics... So, I guess that makes me either a fool or a genius.
We'll see in the next 12 - 24 months which one is true.