Not in the betting mood on the market, but I am definately adding some ValueClick to the portfolio tomorrow.
An amazing breakout to all-time highs. In reading about the business, I am amazed no one has made a play for them and emailed a smart friend just that this afternoon.
Value Click continues to benefit from a continued fragmentation of online media media consumption.
Elsewhere, the inflation expectation gap that I said would likely close – is quickly underway. My gold adds of a few weeks ago are screaming higher. At the time, I mentioned that the actual price of gold had held up relatively well despite the drop in inflation expectations and thought Gold was showing relative strength.
I think Gold is going to move much higher and am holding my new and old positions.
Finally, Whole Foods stock just blew a gasket tonight. I am not a fan of the stores, never have been. I am alone in this I guess. Bummer tonight for the shareholders but the trend is still alive for this great Company.
I’m going to join you in your call for Gold moving higher. My model has confirmed the bottom and I expect to Gold to at least hit the $640 area.
Whole Foods has a lot of Hot MILF’s that shop there.