Hi Whistler: Thanks for a "bull" count! Also, thanks great info. I have not changed my positions that I've stated here before, which are JDSU/QCOM/CREE/BRCM in that order of holdings. But, I may be changing soon. My style of investing is not for everybody. I do options only. I take large positions concentrated usually in only 3 or 4 stocks. Like you, I study the companies before doing so and tend to stay with them awhile, or until the story changes. I move in/out but not like a trader. Heck, 90 days is long term to me. I get anxious. I do everything the books say don't do, but what I do sure works for me.
For the first time since I've been in QCOM, which has been a long time, I am torked at the stock and fear that without some powerful news, it will not move like I want anytime soon. I'm not saying it is a bad pick, ya just gotta understand that for me and my style, options plays, I am not waiting on it any longer. Consequently, I'm studying some other plays. I may stay with it... don't know yet... but I am opening up the "rr5 Radar Screen."
I'm still a BULL. Heck, 6-9 months from now we'll look back at this time and smile.
Rick |
