tag:blogger.com,1999:blog-6343425440721246203.post2637033343635339108..comments2023-09-25T08:47:00.100-07:00Comments on The Tech Farm: Strategic Portfolio Re-Allocation as Fed Cuts Rates (Aug. 21, 2007)techfarmerhttp://www.blogger.com/profile/11605788545688667371noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-6343425440721246203.post-41666022660697331412007-08-27T23:59:00.000-07:002007-08-27T23:59:00.000-07:00Jorge,Thanks for the comment.Actually, in one of m...Jorge,<BR/><BR/>Thanks for the comment.<BR/><BR/>Actually, in one of my other accounts, I've been holding Goldman Sachs (GS). This will be a long term holding in that account. I still have a profit with that position.<BR/><BR/>Maybe some financials like the regional banks such as HCBK, with very little or no subprime exposure might be good. Eventually, adding to GS might be a good idea.techfarmerhttps://www.blogger.com/profile/11605788545688667371noreply@blogger.comtag:blogger.com,1999:blog-6343425440721246203.post-69810486128519892912007-08-27T16:53:00.000-07:002007-08-27T16:53:00.000-07:00I know the feeling with the financials. I too had...I know the feeling with the financials. I too had to sell off Goldman in order to raise capital for other investments. I was hit pretty hard since I had just started investing right before the housing/financial bubble began to pop about 3 months ago.Anonymousnoreply@blogger.com