James Clarke
I haven't tallied the results for the year yet, but barring a cataclysmic event, it will turn out to have been a phenomenal year.
As far as selections for 2004: TRCI, CCL, MRO, APFC, RTWI, IOM (yes, a former high-flyer, blast from the past), PMSI, WSCI, have all made my cut and are in my portfolios.
I don't really see much difference in the number of opportunities, although I agree the market is pricing in far more perfection than I'm comfortable with.
As far as potential doubles for 2004: TRCI, APFC, IOM, PMSI, WSCI could qualify as far as I'm concerned.
CCL and MRO could return 50%.
But, then again, I could be hallucinating about all of them!
TimbaBear |
