THE PIG RECEIVED A FEW QUESTIONS AS TO WOF.V AND ADB.V. IF YOU HAVE OR PLANNING TO GET POSITIONS IN THESE SITUATIONS. UPSIDE IS GREAT BUT PATIENCE HAS TO BE GREATER. THESE ARE MEDIUM TERM TIME HORIZONS AND THE BEAUTY IS YOU GET IN BEFORE THE REST OF THE MARKET DOES.
THE PIG HOLDS ALL OF HIS PURCHASES FOR AT LEAST A MONTH, USUALLY 3 MONTHS. THIS GIVES US A WHOLE QUARTER TO COMPLETE A MICRO BUSINESS CYCLE. FOLLOW THE SMART MONEY. THE PIG KNOWS NOT EVERYTHING IS GUARANTEED, SO WE TRY TO WEED OUT THE PRETENDERS AND GO WITH CONTENDERS. THAT'S NOT TO SAY WE HAVE NOT HAD A FEW OFF COLOR SELECTIONS IN PAST, BECAUSE HE HAS. BUT WE HAVE TRIED TO ELIMINATE THEM AS MUCH AS POSSIBLE. REMEMBER CAPITAL PRESERVATION IS RIGHT UP THERE WITH PATIENCE.
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