OK, darbyc, I've just read your reply, and your desire to add more stocks in other niches, including storage.
Adding 5-7 more stocks would add risk, and would take away that most precious of commodities......time.
You're suffering from what many of us suffer from.....that is, the desire to be invested in all these wondrous companies and hot areas. The fact is, unless you're already wealthy, you just can't be in everything.
I'd love to be in Cree, like UW, both don't have enough money right now. Further, I've recently decided that my next investment will be to reinforce what I already have. I only have 7 companies....but even to decide what to reinforce is a tough decision.
Do I reinforce SNDK, which is a great value play among hi techs, in the midst of at least one tornado, but not yet widely known? Do I reinforce Gmst, which is projected to hit critical mass end of this year, and should really begin to see increased revenues next year? Or do I reinforce my EMC/NTAP holdings, because any growth in the internet, especially with wireless appliances, equals growth in storage infrastructure?
I would advise that you stick with the Magnificent 7 you have, spend your time "learning" the gorilla game, especially as it relates to the evolution of the companies in which you are already invested for the next year, and "know" your companies.
good luck
stan |
