Subject: Re: Back in
I have been working on and following a lot of MI technique for about 25 years, but haven't had any money in it for quite some time.
I just thought I'm mention that I'm restarting it Monday, since at least at the moment we're in a bull market.
Very heartening to hear that, given the shellacking that MI has taken the last 5-6 years.
I started back up a few months ago, somewhat tentatively to try to get the trading details down at IB, which is challenging.
Have to say many thanks to you. Just for the overall tone and quality of your advice over the years.
When things got rough with MI, twice I rotated into BRK-B which is now my largest holding.
My average entry price is something like $190 IIRC.
It has had an uncharacteristically strong runup lately and I have contemplated selling some to put into more aggressive screens.
That is surely a difficult thing to do. But seems like BRK-B will be cheaper at some point down the road.
Mark