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hi trp-

glad you still know where to look for value-added trading signals.

you know, my cooking of late has been weak. plenty of thai and indian in the mix, and with a son off at college and a daughter who doesn't eat red meat, we've tended toward the boring & fast. making good use of silicone steamers and hot sauces.

yeah, i'm over-berkshired at the moment knowing that there won't be any positive catalysts for a while. long bdx, emr, intc, msft, jnj, mkl, hrs, dhr (sold april $52.50 calls against), pg, tgt and a few more conversation killers. mostly bond proxies.

brk pos to pi. it'll hit $150k when MIT wins the NCAA men's b-ball final, though not before.

et
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