Glad you're interested. I'm always interested in reading yours. My comments:
MSFT - I bought this slightly lower than it is now. I like this and CSCO because of their large cash balances, relatively low p/e's, and potential to use that cash to foster growth in earnings. As a bonus, I think that as oil gets tigher in the coming 5 years, both of these companies have products that will help companies still do business with less need for business travel.
GEOI - I'm at a hold with this one also. If it moves another couple of points, I will be reducing my position. Seems like a decent conservative oil play. Not a lot to get excited about, but I'm hoping to profit.
GRVY - I still like this one as they still have a lot of cash, and the Yen has really made a move which should help sales to the Japanese market. They recently made an acquisition to get a couple more games, and I think RO2 is still on-line for roll-out this year. I just think that they're at the point of put up or shut up. Crossing my fingers, but I do think the cash gives us a valuation base at some level.
ATPG - I used to have a 10% position in this, but I've traded some profits and reduced my position (which overall is still a loss) due to uncertainty in future gulf of mexico regulations. But, if regulation isn't so bad and they keep ramping up production, better late than never, I have high hopes for ATPG.
-cwillyg |
