: RE: Dont blame Sandy for bad results. Pete,
Unfortunately I also had to cut back on my TCM exposure but will maintain a core position.
As Doug Casey mentioned in his interview, it's not a bad idea to have equally
weighted positions in a diversity of sectors.
A few days back I took a position in RIM, who knows maybe it's the next turn around story....
Anyway, I'm looking forward to the coming months when the markets should begin to price TCM in
at higher multiples......
Sauli