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Publicis Groupe SA Message Board

  • iwantwhatscomingtome iwantwhatscomingtome Mar 3, 2007 10:56 AM Flag


    With all the leverage that has been put on by so many, and the stress of people rethinking their risks, I suspect some "accident" is reasonably likely - the kind of accident that can produce a 5%+ down day. And even if it is more orderly, I would expect another 5% to 10% giveback if the economy weakens further, but prices and rates do not.

    So I'll stay relatively cash and defensive large cap blue chip heavy. Added a little JTP and PFE.

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