roy

To answer Bert, yes I love my small/mid-cap plays. Nowhere else are you gonna have a shot at a ten-bagger. Below are plays I'm doing research on - I've eventually pared down my original list down to these guys. I'll be hopefully entering long positions on two small/mid caps and one large cap over the next three months.

Small/mid-cap: UNFI, GAIA, IEX, SFL, SWN, GW, NTO.

Large-cap plays: TM (which comes with the added bonus of being hedged against the dollar), APD, GRMN, UPL

Fund plays: EEM, EWJ, FXE (although I'm not sure that Europe's economies are robust enough to for me to feel comfortable hedging against the dollar here).