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[ogm]

As much as I'm bearish on consumer stocks and financials.... I have a pretty big long portfolio, and as I go through the stocks in it, I don't really want to sell anything as most of it looks like it will have much more upside. There are no financials or consumer stocks in it though. Mostly Cleantech stuff, a bunch of Ethanol stocks, a couple techs and a few assorted others. I actually added SWKS today at a new 52 week high, and double KOOL position, as it looks ready for some action from here. Thinking of adding some more TSL on this pullback too. And that said, I'm very negative on the rest of the market.

[espresso]

ogm your portfolio is a very good example please keep us updated.