Give the poor guy a break. Mike's put up around 25% return for the year, by far out pacing all indexes and probably most fund managers.
Anyway, congrats Mike and others that bought into SYMC. Apparently there were a lot of people impressed with their earnings report. Unfortunately for me, I chickened out (as I was heavily weighted in SYMC) because of all the other software industry pre-announcements and sold half my position when it hit 54 a couple days ago.
I am also looking forward to see what the market thinks of ALSC's profit report. I don't think it looks half bad, and do feel good about getting the business for nothing (initially bought on Wednesday, thanks Armin).
My current holdings are: AINN, ALSC, CAT, DHOM, ECIL, FMER, HBAN, MO, OCR, ONE, SNH, SNPS, SYMC, T. I'm not smart enough to follow 1,000 stocks like Paul, so I try to keep under 15 holdings at a time.
I'd like to buy: SNH under 8 1/4 (today so I can get that dividend), SYMC (under 50, yeah right), CD under 13, BTGC under 10, and right now that's about it. |
