Well, narrowed my stock baskets, took some profits, raised cash and now only hold AAII, HD, HDI, JCOM, KKD and WMT in my basket account....along with cash, to add to above. AAII has a nice low PE, good earnings, low valuation and looks good. Actually, all of the above have decent pe's and earnings........sold = bud, cvs, f, fnm, g, ge, lly, mo, mrk, pg, via.b, cost, erts, gps, low, sbux. Now just gotta figure out where to put my cash, and when......will market continue to rally, or will I get better prices if I wait, that is the magic question.
What do you think about JCOM here. Good news with msft, good looking numbers, but she is near her all time high, I believe. Time to sell, time to hold and be patient?? Does she have the legs to keep heading higher after such a nice, quick rise? |