Early Blogging

I am posting early today while I am still in Morador (a friend told me that's how to spell it, see yesterdays posting). I got in to the office at about 5:50 this morning. I woke up early at my brothers house so I got up an left.

The Red Sox are up 2-0 but I remain cautiously optimistic. The Red Sox nation has been down this road quite a few times before.

I had to place a bunch of trades in client accounts this morning. I have been in a very defensive posture for many months and I am starting to slightly increase my stock exposure. I added some secondary tech and health names. Mega sized tech and health have been lagging badly and I expect that to continue. I first wrote about Pfizer back in May, if you re interested. I was right back then and nothing has changed, in fact it may be worse.

I just got off the phone with my buddy John from my days back at Fisher Investments. John and a couple of other guys from Fisher started their own management firm called Trivant, I'm not sure I understand the name.

I stopped writing at this point yesterday, it is Friday now and I'm back. Anyway John is Pfizer bull. The market is clearly voting no on all giant American drug stocks. John is a smart guy, smarter than I am and he will figure this out I'm sure.

I had an article published today about Aloca. I may have two more published later today. Talking to John yesterday got me fired up to write a follow up about Pfizer and I sent in an article about diversification on Monday that they might use. Although when the Fool sits on a story of mine it tends to never run and when I ask if it will run they say yes and it never happens. I'll post it here if they don't use it.

The Red Sox are up 2-0 and could clinch their first round today. Easy does Red Sox nation. Just let it flow, don't get too worked up. Well that's all, I have to get a haircut. Fun times for me.