Brain is OK.
I am still alive.
After two surgeries last two weeks, I am feeling very weak. In fact, I believe this is the worst I felt since the onset of my colon cancer. I will fill you in on the details soon.
I do realize that many are wondering about out stocks.
Simply put, unless I say anything, everything is a status quo.
Remember our portfilio was designed to go through what we are going through now. If you read the last note before I went into the hospital, I said to add to your QID holding. I last added QID on 2/23/2007 at $50.19 and the recent quote is at $57/share. QID will still go higher (this is now my 2nd largest holding).
CMGI: Acting beautiful. Add if price falls.
RICK: Sold some at $9.80 but hold on to rest - will go higher.
BTYH: Wait for our spin-off shares to freely trade in a few months.
MIDS: Keep buying at this levels - buy, buy.
UTK: Just came out with the financials - fantastic - this will hit $20
PRZ: Last added at $0.67 - this is too cheap.
AUTO: Wait for the financials. I will make decision on this one soon.
NTE: Hold steady. Acting nicely under these bad market conditions.
GDX: Weird - our smallerst holding and is a good insurance in any portfolio.
Potential buys:
OIH: if it falls below $130
REFR: Definately under $9 but lets see where it settles.
This was a quick and dirty version to let you know that I am still in the game. Pain medication 24/7 if you know what I mean. I now weigh 122 pounds (normally 152). Have not had any solid food for over a month. Be patient with me. My brain is still good : )
P.S: I too like MRVC but I prefer FNSR. Either way, wait for the market to settle down.
After two surgeries last two weeks, I am feeling very weak. In fact, I believe this is the worst I felt since the onset of my colon cancer. I will fill you in on the details soon.
I do realize that many are wondering about out stocks.
Simply put, unless I say anything, everything is a status quo.
Remember our portfilio was designed to go through what we are going through now. If you read the last note before I went into the hospital, I said to add to your QID holding. I last added QID on 2/23/2007 at $50.19 and the recent quote is at $57/share. QID will still go higher (this is now my 2nd largest holding).
CMGI: Acting beautiful. Add if price falls.
RICK: Sold some at $9.80 but hold on to rest - will go higher.
BTYH: Wait for our spin-off shares to freely trade in a few months.
MIDS: Keep buying at this levels - buy, buy.
UTK: Just came out with the financials - fantastic - this will hit $20
PRZ: Last added at $0.67 - this is too cheap.
AUTO: Wait for the financials. I will make decision on this one soon.
NTE: Hold steady. Acting nicely under these bad market conditions.
GDX: Weird - our smallerst holding and is a good insurance in any portfolio.
Potential buys:
OIH: if it falls below $130
REFR: Definately under $9 but lets see where it settles.
This was a quick and dirty version to let you know that I am still in the game. Pain medication 24/7 if you know what I mean. I now weigh 122 pounds (normally 152). Have not had any solid food for over a month. Be patient with me. My brain is still good : )
P.S: I too like MRVC but I prefer FNSR. Either way, wait for the market to settle down.
posted by Jaewoo | 6:46 AM
|
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