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March 28, 2007


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» On The Cusp Of $100 OIL from
Remember when Goldman Sachs was saying $ 100/Barrel oil would prevail in 2009? Well a lot of analysts are starting to think this reality may be upon us is in months not years . Jeffrey Currie, a London-based commodity analyst at the world’s biggest s... [Read More]



About selling the oil stocks, it's no big deal, it's hard to tell when you have hit the top, the important thing is to get out before it goes back down. I'm glad I didn't have to make that decision, but if I had money in the chinese stocks I would definately get out now. Right now I am invested in internet incubators and telecom, because I thought it was a pretty down market people were very pessemistic about. What do you think? What is the sector that is the most distressed at this time? I have one more purchase to make, I am thinking AMCC probably in july, it historically is a low time of year for the price. Telecom as well is supposed to improve inventory wise soon... so I'm hoping my investments will give some decent returns, I tend to choose companies with a lot of cash on hand, little debt, large market cap, and struggling P/E ratio with a valuation of 1-5$ per share.

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About Big Mike

  • Big Mike has a BS in Economics from the Wharton School of the University of Pennsylvania, an MBA and JD from Arizona State University. He once worked as a stockbroker for six weeks.

    His politics blog is Half Sigma.

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