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I'm one of the Arc believers but sold a number to buy into CVN...

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    I'm one of the Arc believers but sold a number to buy into CVN and DLS. The percentages on recovery(?) are better. Even bought some FAR which has about 8% of the current Arc well.There are some great buying opportunities out there so long as we don't get a total meltdown.The oils have to be the best haven at the moment.Oil up and dollar significantly down so they 'll be doing well.Can't see US mortgage worries slowing the Chinese and Indian economies too much!That's my gamble anyhow!Intend to buy my ARQ back with profits or is it all wishfull thinking?
 
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