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leaderoftheback (45.22)

November 2007



Score takes a hit

November 26, 2007 – Comments (0)

I see my score headed into the toilet.  It seems like an inevitability when I add new picks, which I suppose stands to reason, me not be a timer.  Come the beginning of the year, if the bank stocks are still this low, I'll be adding some to my real portfolio.  I don't think the full risk is priced into the lending market yet, but for some of these regionals any further dip will be temporary.  Of course that begs the question of temporary for a month, a year, or five...

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