Caution about following other people's thinking too
closely ... I have a very strange mix of things I track.
That given, my PAAR Top-10 currently are:
TSSW, CYPB, CS, MIDL, ADPT, ITKG, TMAR, PM, AWRE, VLNC
Ranging from 48% in order to 19% in risk-adjusted expectation.
Ideally, I split my portfolio equally among the Top-10. I may
adjust the total amount "on the table" based on major market trends,
but I'm not very good at calling them. Besides, this micro-cap-
heavy portfolio often moves independently of market averages.
TSSW, PM, and AWRE are the current Best-Buys based on recent
lows and/or expected very good news within 15 days. Of these,
TSSW is #1 within my field of vision.
ADPT is #5 only because I'm being cautious giving it a 40%
downside at 20 and a 60% upside at 40 ... this is because
it's early days yet to see how the new host-inteface technologies
will shake out to dollars.
If I gave ADPT 100% probability of 40 within 12, it would be #1. |
