June 27, 2008 –
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RELATED TICKERS: CAG
, GSS
, LWAY
Ok, I have no real money on this one, but as I was attempting to anchor my CAPS rating with some less volatile companies, I thought I'd add ConAgra (CAG), a company I know from my real life and one that I have always found flawed. But they had what I thought was a really good earnings announcement, so what the heck. At the time I wrote: [more]
June 07, 2008 –
I'll write to remind myself that patience and discipline are required when the world appears topsy-turvy. No surprise really that the market dropped a few hundred points yesterday, but I can't quite feel a true pullback much below a Dow 12K. I moved another 10% or so out of cash and back into some more aggressive funds, but I had to hold my nose when I pulled the trigger. If the Dow does drop below 12000, I think I'll go all-in. I don't have any reason yet to think that we won't see a 13500 sometime before the end of the year. If that is wrong and the Dow pulls to 11, we won't make our numbers. It's been a while since we've had a year like that, but it occurred when I was much greener and paying far less attention. We're handily beating the market so far this year, but it isn't making that bottom number go up. Patience and discipline. [more]
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