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Message: HTR results [are they good?]

I'm not doing much buying right now. I think we get a pullback for the next week or 2, then a final push higher before the summer doldrums hit. I'm going to use that to raise cash. I plan to hold at least 50% cash over the summer. The only sector I like for the summer is the ag / fertilizer sector - but there are still a couple of months before that kicks in. I currently have some positions in small cap ags (FOS.to WPX.v KCL.to), but I probably won't be adding until June. I'll be looking to re-accumulate PMs in Aug/Sept.

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