Placed the orders this morning. (❤ Interactive Brokers and $1 commissions.)
AAPL 14% (Huge margins, huge revenue growth, tons of cash.)
GOOG 22% (“Less than free” looks likely to crush most competitors.)
GTU 23% (US policymakers will continue printing money = gold higher.)
FCX 20% (The developing world will continue developing.)
IBB 22% (All those smart scientists will eventually do something cool.)
I’m often accused of being ADD in my fantasy baseball league, so we’ll see how long I can leave this alone. Ideally I wouldn’t touch this for at least a year or two.
