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Strategies & Market Trends : Value Investing
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To: Grantcw who wrote (39030)9/30/2010 6:46:04 PM
From: Grantcw  Read Replies (1) of 78670
 
Well, of all the big techs I planned to buy, I think I bought the worst two performers this month, msft and intc, but at least I'm at a small profit. :)

I still am looking at these companies, especially CSCO. Just sold my E, FEZ, and FXI for different reasons to hopefully roll into these big techs while they still look to be at good valuations. I will probably buy a decent position in CSCO tomorrow and hold the rest of my sells for cash until we correct a bit from this run. I was at 0% cash basically, which is rarity for me.

-cwillyg
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