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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (20615)3/2/2005 1:18:34 AM
From: Spekulatius  Read Replies (2) of 78595
 
re ADGO.OB. Sold half my position today for a roughly 50% gain, simply for the reason that this position became to large for such a dinky stock.

FWIW without my small and microcap plays, my portfolio would have been roughly flat for 2004 and 2005. Microcaps and energy have been the places to be during the last 2 years, but I am betting that some large cap "moat" stocks like BUD, CSCO, MSFT, VIA.B, WMT might have a comeback especially if interest in the groups mentioned above wanes. One never knows what the market is up to next.
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