Keeping the gun-powder dry
The markets are trend-less and I’ve been staying on the sidelines. The only positions that I have now, are some laggard stocks that I think are “undervalued” and has some positive catalyst.
1) Oil – US$ 78. The cold weather would be over in a few weeks ( hopefully )
2) Gold – [...]
TOL as of December 26, 2009:-
Broken Record
My views have not really changed over the past few months and I’m beginning to sound like a broken record. Another sign that old age may be creeping up
Anyway, I still think that the economic recovery is on track. However, the stock-markets may have run a bit ahead of [...]
TOL:-
Window Dressing activities would start surfacing in two to three weeks time.
Not expecting them to push the market a lot this time as they are already doing well for this year. I think they may want to save some bullets for next year. Also cash levels are quite low now. ( Please see the “Cash [...]
TOL as of November 28, 2009:-
Be Patient! Wait for the stars to line up first..
I was actually going to skip this week’s comment but decided to think about things after what has happened in Dubai.
1. Gold – I think it’s over-bought and due for a correction. It’s not the end of the world. The Chinese [...]
TOL as of November 22, 2009:-
Would you be buying at this price ?
1) Gold – Would you be buying at this price ? Dont think the rally is sustainable
2) Oil – Would you be buying at this price ? Am expecting it to drop further
3) Other Commodities – Would you be buying at this price [...]
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