Dear Crossy - you and me both. Then, since our affinities [yours are much more solid than mine] are small caps, a tough proposition.
After several down days, the rate of my portfolio decline has slowed. I was busy most of the day - huge project install in late May [I am just a trooper <g>] and I ve not done my tax yet - so I ve not unloaded my biotech holdings. Collapse some more <sg>! Right now, I m overweighted [way too much] with Bay, but it will be dead money after until its earning release. Now, I ve 4 retail stocks, DK, HDS, IBI and PAUH. I still think it is a better sector - especially warmer weather has arrived - as long as they don't get stuck with the winter inventories. I hung out at a upscale shopping mall last Sat and traffic seemed decent [it has a Victoria Secret store there.]
I did not realize John [aka JDN] is in PTUS until its fall yesterday [got nosy and parsed thru the thread.] Now, I don't have the heart to tell him: I sat thru a technical presentation last year, I was not impressed. But then, I wasn't impressed with VIAS's either.
Btw, even though MPDI has stalled today, good pick and well deserved efforts [I did not get in]
With KKRO performance, maybe the restaurant segment is not totally bad <g>
Hope tomorrow is a better to you [and me] <g>
rgds Bosco |
