Jim is good. He lists his portfolio, what made him buy into it, and at the same time, is on top of what sectors are hot, in the present tense, even if some of his picks aren't in those groups. The man is on top of things. He's not a blind pool, mutual fund adivsor. You can learn alot from this guy. He's where's it's at. You don't have to buy everything he does. Listen to his logic. Do your own homework. Take responsibilty for your own investments.
