BM13 Mar 2009 12:04
Got your note on AV. I’m steering clear of anything long in the financial sector, generally.
Now, of course, I’ve been in AV. [long] - twice. That is because I believed that the drop was too steep, as it was. I guess, in these times, one has to assess, very carefully, each position on their own merits. However, on the whole, I, personally would need very special reasons to have much exposure in this sector, right now .ATB