No. of Recommendations: 1
Hi Joe,

I now you already have two positions, but do you think this drop presents another opportunity to take a bite? I believe this drop has more to do with macro issues (specially taxes) than Apple itself. We should have another monster quarter come Jan 2013.

I have been following your picks regularly, great job so far. BTW, what are the rules for this competition? How much cash did you start out with? As you sit on top, I see that your picks are beating the S&P by a good margin, but some analysts seems to have more cash than your portfolio and they are not even in the green, how come? Just curious.

Thanks for all you do.

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