Thursday, September 18, 2008

portfilio - JASO will sell if it reaches 13.2

Reason: the balance sheet status has changed and it's difficult to predict anymore now.

US problem cannot be solved by gov't policy, i think most of the I-bank will be finished. economy recession will cause oil to drop and alternative energy market cannot expand for a while. the timing to buy will be after US election, and JASO will not be considered until more clarification with lehman deal.

No comments:

lookery