Wednesday, January 18, 2006
About Face!
Drastic times call for drastic measures. With the impending Fed rate hike and missed earnings this week, I may have to shift some of my holdings around. If I scale back and go more conservative in the short term, I'll be looking to add some or all of YCC, CLX and WMT. Will probably reduce my stake in COF, DB, INTC and one of the automakers.
