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.
The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.
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Born in Toronto, lived in Phoenix for 20 years and now in Coronado, CA with a loyal wife (15 years, 14.2 Canadian years), two awesome kids and a dachshund. My current start-up is called Stocktwits and I am a co-founder and CEO. More »
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