Monday, January 16, 2006

Current Allocation

Primer on my investment outlook

Because of conversions from conv notes that I have held, my allocations are now skewed. 2/3rd are now equity and non-interest bearing. I do feel that SHN and BDL are undervalued and can run substantially higher, so I will hold them a bit. I would sell BDL at about 20-30c and start selling SHN over 10c. Here is the current allocation :
A chart of my current allocation.


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