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comment by kleinbl00
kleinbl00  ·  4716 days ago  ·  link  ·    ·  parent  ·  post: What are your predictions for 2012? Presidential elections, protests, the EU...
I think that he's been buying a lot based on the stability of the old economy. He's not much of a crashplan kinda guy and I think 2012 is where, financially, TSHTF.

He's a blue chip kinda guy and I think blue chips are gonna take a beating.





thenewgreen  ·  4716 days ago  ·  link  ·  
Really? What blue chips in particular do you see taking big hits? Or less specifically, what industries? I just feel like you don't get the track record he has without being able to shed your safe presumptions. I could be wrong but I'd be surprised if he was caught over exposed. Here's a list of 5 bluechips he recommended in 2009:

1. GE

2. Microsoft

3. Godman Sachs

4. Caterpiller Inc

5. Disney

I could see #3 taking a hit but the rest seem stable long term bets imo.