Portfolio Changes in a HOT market

Posted by Howard
on October 5th, 2007

Market is smoking hot.

Selling quarter positions of COPART (CPRT – which is becoming my favorite unknown internet play), LIFC, GAIAM, Chipotles and HNSN (up huge on no news..probably Cramer tout). Great runs so far all of them in a short time.

Adding – Longshot IPhone Parts player – IMMR. This one is a gamble as the stock is in a strong trend but not near all-time highs.

Nuance hitting more all-time highs and even though it’s a pprochng 4 bagger territory since I started blogging it, the nerds, vc’s, CNBC and traders give it NO Love. What’s to stop this stock? My favorite to add here on a strong close.

My Garmin add back below $100 is panning out and may sell it at $105.

Have a great day. It’s tax day fo me so offline.

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