xlf....may start in the after hours if its down more,,i don't think the
financials r just done yet ,maybe one more day like today

Just started a BAC position.

nibbling

I wouldn't be so sure about Wachovia.

Maybe tomorrow. Get some clarity in AIG & just might start in XLF.

Can you resist at least starting a position in GS or Wachovia, and BAC. They are
going to see huge price appreciation over the next couple years. BAC is going to
be huge, GS will recover incredible, and Wachovia certainly isn't out of
business, so there's no way it's staying round 11. I still have probably 20-25%
cash but hey time to start, and if we don't break our lows here, forget about
it.

I think we still have a way to go, but I did add a little FLR earlier. Still
holding about 30% cash.

Apple

not yet. Maybe tomarrow