Hi David, I still like XGNT and will probably hold for the LT. The satellite business should continue to grow, and though we don't hear much about FotoTag or their other tracking products, their annual report suggests many positive developments in the works. XGNT is one of my 7 significant holdings (along with CMED, ISON/ISONW, SCMS, PCTR, NEST, HTEK). I have slightly smaller stakes in a few others (VETX, LDNA, TBTI, SDIX) plus the random shares of a bunch of others. I tend to be a LT holder, so decided to concentrate on the ones I understand and like the best. Always enjoy hearing how others play their portfolios.
Max |