Yep, I rode NETP down from $28 to current levels, still holding, but since it was less than 3% of my portfolio and my only real InterNUT exposure during the NUTZ crash (also had some LPGL if that counts), I really feel quite fortunate to have weathered the storm as well as I did....still like NETP's potential, but with NUTZ valuations becoming more realistic it is no longer a sure thing....
I want to have decent positions in the BIG NUTZ--AOL, YHOO, CMGI, possibly EBAY, AMZN, EGRP, for the next rally.....focus will be there first rather than 2nd-tier stocks like NETP, even though it is a 2nd-tier blue-chipper, I'd have to say...forget about the 3rd-tier's....I don't see the NUTZ FLEAS coming back for quite awhile...
Jimbo. |
