RE "Portfolio improves, SGTL is being taken out."
That saved my Jan-eff portfolio too. Good thing the deal was announced this morning, as the after market close today earnings report contained a forward outlook that was terrible.
Of my nine picks, SGTL was a huge winner. I didn't want to try and squeeze out the last dime or so. I sold SGTL this afternoon for $2.89. My other picks I've held still as they were mostly low price to cash or price to tangible book and had been really beat up. Of the other 8, FORD is at breakeven, ANDS, ASYT, INTT, NINE, PCYC are losers, and CCUR, INHX are small winners.
All tolled up, I'm "up" 1/4 of 1%. (thank you SGTL!) Nothing to write home about, but given the bad month, not bad either. |
