Complete Portfolio is reversified to:
AAPL - fastest growing brands here so tech sector is irrelevant
NTDOY - not commodities but rather innovations of design to solve real world problems like communication digital-organization/productivity research&development entertainment-delivery education mental-conditioning fitness etc
PBR - fastest growing company in the world
COP - some of the smartest companies in the world
RDSA - also happen to have a good share of the capital and know what to do with it
FRO - someone has to do the dirty work
RIO - Steel starts here
BOOM - Steel ends here
BCKBF - a lot of really big or long spread out stuff with heavy #$!t running all over the place
FCEL - specialized energy markets of the future where big money is to be saved and made
AMSC - innovative company who's time appears to be now
AVAV - a powerful alignment of the human condition to the epicenter of Eagle century attractors (one such attractor is survival behavior via accurate reliable precise and timely telescopic sight of what's happened happening going to happen or not)
wants likes to get:
SFL - rising yield and rising stock price is a good combination
SGR - building pipelines and things --> very good for proliferation of planet earth
SHI - oil prices must come down eventually or China's pump prices will have to rise, either way SHI end's up a winner
PKX - a veritable steal on steel at these levels
GOOG - the total number revenue-clicks/click-equivalents could continue to increase