Ron, re: DSWL
In one account I manage, I did go and put about 2/3 into Deswell in the very low 8's. And I put my entire nascent IRA into it around there as well. Own it in all my accounts except one. Couldn't believe it got that cheap again. Glad it did. Still, the rest of my accounts are too diversified for one stock to have a huge impact. But even when Apple, American Power, Robert Half, and Fair Isaac falter on the same day, Midway, Deswell, New Holland, Philip Morris, and Champion rise to the occassion. Now that's satisfaction. Even more so than the concentrated home run, IMO.
Mike |
