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That’s what some friends asked this weekend at last Saturday’s surprise 30th birthday party for my homeboys Brandon and Larry.

My answer: “It basically doesn’t matter.”

Just today..
- Sold my Shanghai Petrochemical (SHI). Their business and location is self-explanatory.
- Also sold my PW Eagle (PWEI).. they are in Oregon and sell PVC pipe, of all things.
- Bought some Canon (CAJ) — and am ironically shopping for an upscale digital camera at this moment.
- Shorted Pilgrims Pride (PPC) and Sanderson Farms (SAFM).. 2 chicken farm stocks.
- Sold my GOL — the “Southwest Airlines” of Brazil and South America –and would like to add it back soon.
- Bought back SPIL.. a semiconductor company in Taiwan.
- Covered my 1-day short of Novatel (NVTL), a San Diego-based wireless communications equipment company.

Again, it really doesn’t matter.. the stock charts all speak the same language.