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Technology Stocks : Full Disclosure Trading

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To: The Ox who wrote (11596)	12/7/2007 1:21:17 PM
From: The Ox	Read Replies (2) of 13403

OT Portfolio now in the black, at the moment. Even with CCUR as the albatross... Only 3 stocks in the red, AVNX, CCUR and FSII. This makes a lot of sense since they are the 3 lowest price stocks (all under $2/share). Small caps and micro caps, in general, have been crushed for the past few months. Not to mention that there usually is a very good reason why stocks are priced "low". The plan is to wait out these situations for another month or 2 to see if the expected rebounds occur. Combined, they account for approx 25% of the portfolio. Probably way too high a %, in hindsight.

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