Greetings TM Glen:
Yup, still up, for the moment. However, two days ago I decided to dump a bunch of tech and oil stocks and took a pretty good loss on them. So, when I put that loss against my ABTX gain, I net out about a point to the plus. Undoubtedly by the end of the day that will walk away, but What, Me, Worry? Never. I am just content that I have my ABTX stock. To emulate your gtc@12 would have been a better move. But I am perfectly comfortable with where I stand. And, I will be even if it were to fall back to 10 which I highly doubt. 12, maybe.
My defination of a maxi position (I regret having used that term on this board) is to be highly (as in, really) overweighted in any given name vis a via others in my so called portfolio. In my case I am violating my own rules of diversification and am carrying three stocks ONLY. Abtx, ccsi and radaf. I am entirely aware that is imprudent, but I don't like the techs or oils and I feel very comfortable with those three because of their fundamentals, management story and my dd, so for the time being I will run what any reasonable person would say is a high risk of overconcentration.
Is it possible you did not receive my direct email?
Regards, Pete |
