btw do you invest a fair portion of your portfolio in beaten down stocks?
I think so, although some of them have long since made me forget that fact. At the top of the list is ORCL. Other of my holdings that were bought when depressed are: HWP, PMTC, SAP, PSFT, APCC, KM, COGN, PAIR, BRKT, SSFT, FIBR, NN, CS, ALA, XRX, MO, MRBA. Some have come back, some are still floundering, some have gone farther down.
Thinking of adding more KM at these prices. When this tech explosion slows down, people will start to shift back into boring stocks like this, which can trade back up to the high teens for no reason whatsoever... |
