Jubak Picks is dark today; back tomorrow
posted on January 18, 2010 at 3:27 pm
The U.S. financial markets are closed today in honor of Martin Luther King Jr.
I’ll be back tomorrow with posts and picks.
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How time flies. Jim, as of this month you have held maxwell tech in Jubak’s picks for 3 yrs. When are you going to sell it? (laugh, laugh,laugh). You don’t need to answer that if you don’t want to.
Jim,
I think it will be also helpful, if you open your books a little bit and let us know what is the current composition of your investment portfolio (I mean, in % amount).
stich, having held Maxwell through the collapse of the global auto industry why would I sell it now that the industry is in recovery and looking for new technologies (such as those Maxwell sells) to differentiate commodity cars from each other?
viwi, what is it that you think it would be useful to know? And when you say”your” portfolio, are you talking about my personal portfolio?
I’d like to know your online portfolio cash % as a ‘read’ on your market sentiment, unless you don’t believe that provides meaningful info.
My guess as to Jims cash % would be between
32% and 40%