Hi Jeffrey- OT-
Well you have to bear in mind the future of BWSI lies with Comstruct and related products.
Well one thing I still own is MRM, my most disappointing stock. I regret not throwing in the towel months ago, but I retain some hope that their microwave circuit board technology may yet prove a winner. I'm holding BWSI, and just bought two stocks that don't have SI threads: TKR and TBCC (both downtrodden cyclical value plays with limited growth potential). I figured there was limited downside on such issues, which proved true Friday, when the Dow tanked 290 points. My largest holdings are GE and NT, followed by INTC and MSFT with smaller positions in EGLS, DD, BWSI, CTAL, MSCC, BTGC, MRM, MAVK, TDI, TDF, & XLNX, in descending order. I'm a bit leary of technologies at the moment, particularly the ones that had such stellar performances last Q. I like biotech, but since I don't think I'm qualified to pick the best plays, I let Fidelity handle that part of my portfolio with their Biotech Fund. I'd like to buy some of the financials (eg. JPM) but I already had to go on margin for my last purchase, and I'm not comfortable there. And I'm eyeing SSPI if it dips down again.
I'd be curious to have a sense of what you find attractive, but perhaps we should communicate via PMs so as to not bore the thread!
Larry
P.S. I think I own too many stocks! |
