These markets are dicey, and I am in 50% cash. The other 50% is in many different companies in this post, the latest sheet is here:
I plan to simply load up on some of these, and walk away. My goal is to be 75% into these companies . This sector starts reporting this week into next, so I expect with high gold prices, brisk sales, and low energy costs these companies may give good forward looking guidance.
If I am correct, it will be very difficult to buy higher, another reason I want to be positioned now.
It is possible that it goes down if the overall market goes down too. But I believe that this sector will be very fast to recover. For this sector is driven by inter-country fear, and the financial system started in 1913. I don't see that fear going away until the Fed can stop their extreme actions.
"For the record" I put what the prices/targets are as of today.
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