<<ATML is a value play.>>
I loaded an 18 wheeler when she was .70 and a tad below. Sold alot in mid $1's and kept a small truckloads worth. Obviously, in hindisght, I wish I had kept the full 18 wheeler, instead of selling most in mid $1's. I missed ALOT of profit. But back then, the bear was still roaring and everything was getting whacked unmercifully, and a quick 100% was hard not to book, so I did. I kept a bunch of shares in the hopes that we would indeed see old highs. And I sure hope we do.
What concerns me most is the entire macro/micro economic and world situation. We've see a good rise. Alot of people say the bull is slowly coming back, but alot of people and alot of economic and world indicators say we are in a bear market, and this is simply a minor bull run, and the worst is yet to come. I dont know who to believe, and many factors can move this market big, one way or another. The capture or killing of SH or OBL. An act of terror carried out on U.S. Soil. I could go on and on, but the bottom line is I have no clue as to which way we go. I just hope long term it is up. I am pretty diverse with alot of safe household names that are solid performers and a nice mix of tech and etc, etc, etc......And some like atml, that I hope will be large % gainers when all is said and done. However, I did book profits maybe 3 weeks ago on some stuff, just to raise my cash position, so if we do go down, and cheap pricing again presents itself on some of my favorites, I can at least buy. So, happy if we go up and content with some cash to buy if we go down. |
