And my current holds,
METHA $2.50 Since early '80s, factory here, been great hold
OAS 21.00 About the best REIT I've found- I accumulate
SWST 16.00 Good value brokerage growing fast
AMTD 15.63 Internet brokerage w/ties to AOL and M-soft
ELAMF 8.50 Sold @ 11.25, bought some back @11.38
CHERA 15.25 Just bought, solid w/ 38% and 68% growth last 2Q
BOTX 4.25 Maybe a mistake, next Q will tell
NATS 0.00 Bought @ 5, sold 80% @ 6.00 - big return possibilities
JBOH 1.63 Good potential after they get lawsuits paid
RTEK .88 Why not? Pocket money
MTEN .88 Whoops. Too cheap to sell now. Pocket money
Small dollar positions in last 5, about 8% of total holdings.
Do a lot of in/out profit taking moving from sector to sector. In Telecom last year, then techs, then ECMs, now in brokerages and looking at oil/gas.
For what it's worth,
Ron |
