Hey Ziggy - You stand by your post that MOO should be your largest holding. I only ask because I'm thinking of taking my profits from DRYS today and buying MOO for a long term position. With this greenhouse enviromental regulatory enviroment the ag names should thrive.
MOO is my biggest position, and will add to it on dips. Rest is almost all cash and then some ultra index plays, which are more in and out. Second biggest position is ERX. I think that will rock and roll as well. Also now looking at GE. Just looking. Too much abuse.