I visited the master this weekend. He had made 15% on his total portfolio last year. Not bad considering he keeps so much in cash. He had few new ideas - something about Hennessey 30 got his attention. But he is still bullish on gold and oil, like Baron's keeps reminding us. While visiting his retirement villa I had a chance to browse through the Baron's lying around. Ah-ha! They also like Mickey-dees and Sherwin-Williams. I feel somewhat vindicated. Picked up a couple more tips while there. Time to revisit Goldman Sachs and Skechers. Don't take my word for it. Also maybe Fidelity Leveraged Stock due for a fall. Housing market substantially leveraged, is that it? Ah well, maybe I can lighten up a bit. See you next time.
Regards, Big Al
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