I'll lead off with one microcap thought. Many of us are pressured by the virtual certainty that by the time we are of retirement age, Social Security will be bankrupt or privitized, and therefore may be easily tempted to "swing for the fences". I have committed way to much of my portfolio to startups, and been burnt prime time. At the same time, "safe" investments probably will not generate enough return. So at this time, I'll start waiting to invest until a company actually has some verifiable production and sales. I may miss some profit, but I'll hopefull avoid more downside and still do OK.
Secondly, having bought in near the peak with SEXI, BNTI, HLIT ISSM, INCE, and QDRX, only to experience serious troughts, I'm adopting more of a portfolio mindset, and aquire stocks with the above consideration in mind, during a time of either slow to moderate (sustainable?) growth, or rising again, following the trough after the initial un-up. OLEX currently seems to fit both criteria (I got in at an average of .60) Scott |
