Frank,
Yes, it's gotten kind of slow around these parts. Not a whole lot of JDSU's or biotechs in JD's recommendations, so the momentum has shifted away from the value type of investing for the moment. However, he has switched into LU recently, and SFA is in a pretty hot area at the moment.
I don't know what JD's style was like prior to Tom M. joining the team, since Tom was part of the team when I started my subscription.
He's still world oriented. He's had a couple of new additions, and a couple of recent subtractions. Is the letter causing profits, and how profitable? Hard to say. For myself, I've only got a few JD stocks still in my portfolio (STD, SFA, CD) as well as LSI, which JD suggested we sell recently. I've shifted a great deal of my capital into telecom/bandwidth a la the Telecosm paradigm of George Gilder, which I think I understand reasonably, and believe will continue to be profitable for the foreseeable future.
Regards,
DWB
Q2.5K/Y2K+5 |
