Hey Mark,
Yep....I punt the oillers on a regular basis....
Positioning for the future = Recycling as one of my sectors....CMV & HMC my entries here.
Under 8c for HMC is good buying for longer term hold imo & tax loss selling coming to an end shortly....
HMC hasn't got me completely sold as yet....but under 8c they're definitely worth a few dollars......
Markets look crap again....