Hey Dealer! Well, I'd love to be there, but just don't see how I can work around the other commitment that weekend. Maybe some other time, though.
Saw your comment about QCOM. Guess you saw mine, too.
A few times a year I just go whacko and rearrange my portfolio. sometimes I have a good reason to, other times I think I just do it to do it. I'm about ready to do that again. I'm getting anxious. While still a bull, I am torked at QCOM. I expected better after its earnings report. Heck even the J got on TV and talked grand things, yet the stock didn't do squat. Seems it is going to need pretty powerful news to move it. I think that will come, I'm just not going to wait any longer.
Have a few more I'm looking to shift to when I move out of QCOM. Like I say, I do the "rr5 shuffle" a few times each year when my gut tells me to. I am not moving out of JDSU, however, until after earnings. That goes against conventional wisdom not to hold over earnings nowadays, but I think it will buck that trend next week.
All this just FYI, FWIW..... ramblings....
Darn, I'd like to meet ya.
Rick |
