Sell :
Bonds (inflation is going to eat away real return, non-inflation index bonds are done)
AIG - the sneaky insurance company raise $12 billions dollar. One hurricane and AIG would be in deep doodles
LEH - holding off on those write downs huh?
LUV - fuel hedges are running out. Enjoy the $50 a barrel hedge while you can!
Hold:
FXI/EWT - China/Taiwan for long term.
PBR - The Black Gold mine.
EWZ
Buy:
TIP - iShares Lehman TIPS Bond (TIP)
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