I had a fun radio/podcast interview today with Chuck Jaffe at MarketWatch, my portion of the interview starts on the 10:40 mark), we “played” hold it or fold it with some of the stocks we own: American Express, eBAY, Nokia; stocks I would NOT want to own: GE, Goldman Sachs, Bank of America, and Citigroup. And as always I did not miss an opportunity to upset the gold bugs.
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