Open Question
Hey cramer or others. What do you think of my current portfolio. GE, T, HUM,
DZZ(Double Short Gold), and SBUX. I have so far managed to break even with this
portfolio. I think the stocks are of good value. What do you think?
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Looking at it with my value hat on, I would say it looks interesting, assuming
that you have 12 month or longer time frame. The only fly in the ointment I see
is DZZ. Watch it closely, it appears to be topping to me. It seems to
consolidate in a range for a month or so, after a dramatic upward movement, and
then fall off quickly. Just to darn volatile to predict long term.
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sbux sucks, ge has been a serial underperformer for years and needs to shed more
businesses. it may pop with financials but i'd use that as a reason to sell. no
opinion on rest. mike
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Like GE, hate SBUX(they've lost their moat) and the Gold short is probably ok.
No opinion on the rest.
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