Well, I decided early on, not to try to keep adjusting the portfolio with the thread's ever changing interests. As it is, the entire portfolio represents a cost basis of the last closing price before September 11. If you'll notice, I didn't add MVIS, the subject of my recent post, to the portfolio.
I tried keeping an evolving portfolio in a previous thread, but soon found the size of the portfolio to be a drag on page loads and the cost basis became meaningless.
Also available for reference is the same portfolio with a cost basis that is the closing price on September 17, after the first trading day, when the market reopened. Bookmark it if you want to refer to it later. My intent is to keep these intact.
siliconinvestor.com
A quick look will tell you that CDCY is the only investment, if entered after the September 11 event, that would be a looser.
As far as other stock recommendations are concerned, all are welcome for discussion, be they OTC:BB or foreign or domestic. There are plenty of lurkers here. If you pique someone's interest, I'm sure you can get a discussion going about almost anything, especially if it is related to defense investing opportunities.
I think MVIS may be an unrealized speculative play. From the company statement, "Microvision, Inc. is the developer of the patented retinal scanning display technology and a world leader in micro-miniature optical scanning technology for display and imaging applications. The company's technology has application in a broad range of military, medical, industrial, professional and consumer information products."
One caveat... "Microvision Inc. (MVIS) filed to offer $20 million of common stock, preferred stock, warrants and convertible debt securities from time to time." DOW JONES NEWS 09-19-01
HerbVic |
