- ICFI and MTL are doing well. An almost 15% gain and a 21% gain. We are going further with this one, but if you do not have the appetite for risk, now would be a good time to take some profits off the table.
- AAPL is doing very well. We love this one for a few more months as all of the many potentials for growth play out. iPhone in USA, now multiple countries in Europe, the pull-through for more iTunes, and much more. The upside is much bigger we believe. Be prepared for some pullbacks before then though (maybe).
- The next newsletter will be evening of July, 9, 2007 as we are taking a much needed vacation. Until Monday.
|
