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Jim,
I really like your portfolio. As a value investor, a Mixed-Up Expectations focus is ideal for finding some real stock values. But I just discovered your portfolio. Which in a way, has turned out to be a good thing.
I've taken a look at yuor picks that have actualy decreased in price since you picked them and have assumed that they've gone lower because their stories just haven't played out yet--the market hasn't yet recognized its mistake. Picked up some PWER shares this morning at $7.89. Looking at F, but have decided to watch it a while to see if it goes even lower.
Thanks for the picks and I feel that I've gotten a good buy with PWER.
Bikerliz
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Hi Bikerliz,
Thanks! Hope you stick around, sharing and learning.
PWER shares this morning at $7.89
<SOB!>
Once up 30%, now down nearly 11%. I'm going to have to think real hard about adding a final position. That would make it a 6% investment, which is supposed to be reserved for my highest conviction picks.
Cheers,
Jim
