LVLT

Well, the range in LVLT has expanded quite a bit in last couple days, but sticking to my game plan, I am buying it down here. The subprime news out of HSBC has me a little concerned so took off a little in a couple positions, including GR. I will probably kick myself for that, but done none the less. Think large tech is BID, but already own INTC, and YHOO and MRVL and content to see what happens.

Bought AUY today. Look at what oil is doing and precious metals in general. My first entry back into gold since two weeks ago. Still own DBC which has performed well today. GSF should do well here if this rally continues. Check out this article, which I found interesting... http://www.marketwatch.com/news/story/13-d-researchs-sokoloff-sees-long-term/story.aspx?guid=%7B715F3338%2D4B6D%2D45B4%2D8CB3%2DE512B8DAE1E9%7D

Water stocks continue to do well. Here I own ITT and MWA/B.

Wish I had sold that CMCSA when I wrote about being confused as to what to do earlier this week on this blog. Down hard today. Maybe that will be the final move down. We will know more tomorrow. Never a shortage of opportunities out there.....