Rick,
I definitely like TELK and LEXG. Looking to get into both on pullbacks myself, and so is BLUE HP. Or do you think we won't get one for a while? Do you have ideas for an entry target/range? An analysis of research premium relative to cash or book, however terse?
Of those that have rebounded some, I also like ITMN (well, it's rebounded a lot, but looks solid mid 20s or better), RIGL, KOSN (still wondering why you bought that so fast and quiet for T/FIF's 2000 Portfolio), and AMEV. LSBC, of course. Still own some heavily hedged. Aside from the trickle plays, those are the only ones I know anything at all about.
I think we'll get another buying op this summer. Many of the candidates have seen little actual insider selling. And a few might be ripe right now.
The plan is to invest maybe 30% in the next few days, and the rest as ops present themselves. Expecting to pull the trigger on KOSN and MCLS soon unless argued out of it, and then see if the audience has weighed in with more feedback before spending the rest.
Cheers, Tuck |
