I think good idea to take a hard look at our entire portfolio and evaluate where we stand on the rest of our holdings.
We are spending all this time analyzing the shit out of RAX and BJs when we have many other securities at 52 week highs. Where is the sense of urgency with these other stocks? Should there be one?
BOA and NCR are almost up 40%, why aren't we talking about banking a 40% profit there? News Corp and Alocoa are up 20% and 30% respectively - why aren't we talking liquidation?
We really need to take a step back and look at the big picture here. What sectors are we confident in for 2011?
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