Tim, Some good candidates. Brings back some memories...I was in and out of CAMP, in and out of WIND, in and out of SEBL...not to mention dumping QCOM back at 37.... SO.....It's redemption time <G>
DMIC and CAMP still look like decent candidates in MW...and a related stock MPDI might be another prospect. Should know more about that one tomorrow.
There probably is still money in SEBL, WIND, PSFT, BEAS, BBSW, but they are out of my investment style at this point. Well, maybe PSFT...
I'm not sure what "Small" means anymore, either, Tim. I have all the VanWagoner funds, Transamerica Premier Small cap, and Fremont US Microcap to cover the waterfront on the Small/Mid cap world.. And those might all still be as good as most of the individual picks. A couple of the Van Wagoners have gains above 200 percent the past year.
OBAS still looks interesting, but the future growth prospects being acknowledged by analysts yet. So, is it more than a short-term buy?
More to follow....
tso
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