>>HJ, what is your opinion on BVSN?<<
Obviously right now the #1 choice of the institutions in B2B land. As you know William H from the Amazon thread came back from the Montgomery Securities Fair with BVSN as the #1 hit only a couple of weeks ago.
The stock has since run up 40 points, but what's expensive to you?
I've come up with a fictitious portfolio which I'll post below. I've taken these stocks from most of the B2B suggestions made here. We need to add and delete some. The reason these stocks seem so good is because I used the 52 week low of all of these stocks as the point of purchase.
Forrester needs to go. I own the stock but I don't think a pure research stock needs to be be in the B2B basket.
Anyone's comments appreciated.
>>
Portfolio Print: Jims B2B portfolio
Symbol Shares Last/NAV Change Pur.Price Gain/Loss Value
ACRU 100 48 1/4 +1 1/8 8.61 +3,964.00 4,825.00
AILP 100 1 31/32 -1/8 1 1/4 +71.87 196.87
ARBA 100 152 1/2 -6 1/4 61.00 +9,150.00 15,250.00
ASWX 100 32 3/4 +2 5/16 12 1/2 +2,025.00 3,275.00
BVSN 100 187 11/16 -9 3/16 14 3/8 +17,331.25 18,768.75
BWEB 100 20 7/16 +1 7/16 15.00 +543.75 2,043.75
CGLD 100 5 13/16 -11/16 6 1/2 -68.75 581.25
CLIC 100 53.00 +1 7/16 40.00 +1,300.00 5,300.00
CMDX 100 33.00 +1 1/2 15.12 +1,788.00 3,300.00
CMRC 100 157 5/8 -4 7/16 26 1/2 +13,112.50 15,762.50
CNKT 100 2 1/4 0.00 0.34 +191.00 225.00
CNQR 100 10 13/16 +5/16 9.62 +119.25 1,081.25
CPTH 100 41 1/16 -15/16 0.34 +4,072.25 4,106.25
EGAN 100 21 3/4 +3/4 17.00 +475.00 2,175.00
ELCO 100 4 1/4 -1/4 1 1/4 +300.00 425.00
ENGA 100 38.00 +5 3/4 23.12 +1,488.00 3,800.00
FORR 100 43 3/16 +2 1/16 21.00 +2,218.75 4,318.75
HRBC 100 19 3/4 -5/16 5.06 +1,469.00 1,975.00
ICGE 100 113 7/16 +7 9/16 14.00 +9,943.75 11,343.75
ITRA 100 18 3/4 -5/8 14.87 +388.00 1,875.00
KANA 100 71.00 -4.00 45.86 +2,514.00 7,100.00
MSTG 100 7 1/2 +7/16 1 1/2 +600.00 750.00
NEON 100 29 7/8 +2 9/16 12.18 +1,769.50 2,987.50
PCOR 100 44 3/4 -1 3/4 26 3/4 +1,800.00 4,475.00
PPRO 100 35 3/4 +1/2 22.00 +1,375.00 3,575.00
ROWE 100 28 1/4 -1 1/16 13.12 +1,513.00 2,825.00
TIBX 100 34 3/8 +3/4 19 3/4 +1,462.50 3,437.50
VERT 100 57 3/4 -4 11/16 17.37 +4,037.00 5,775.00
VFND 100 2 15/16 0.00 1.12 +181.75 293.75
VITR 100 52 11/16 -3.00 30.62 +2,206.75 5,268.75
Jims B2B portfolio: 137,115.62 (+87,343.12; +175.48%)<< |
