Sam, We must be writing and posting AT THE SAME TIME. Well, that's pretty cool. Anyway, I have been juggling those same stocks that you have talked about..i2, manu, saphy, baanf and psft. Valuations are sky high for MANU and ITWO, but I'm not sure that that matters so much if we are in a tornado (ref: Gorilla Game). And, actually, I got really close to i2; I understand they do this enterprise resource planning with tech companies and that was a big attraction for me. Anyway, I bought PSFT really because it seemed the least outrageous and my broker already thinks I'm pretty close to the edge. But...I bought Microsoft 4 years ago and thought I paid too much. End of story.
I'm rambling. I really like your ITWO and your SAPHY plays and I'm rooting for you on both. We'll see what PSFT does. SAPHY, that could be a real story. Time will tell. I really believe it's a happening tornado.
Later.
Susanne. |
