- Sorry for missing the newsletter yesterday. We will not do this often, but sometimes there is just not anything to say or add, but not very often.
- Our positions are performing well. You should have been out of PALM at open at 13.96.
- Our buy add on NYX is getting away from us, but we will keep it open in case it every comes back down.
- We were right ahead of some instiutions on COO, but we picked a price too low. Our mistake. We make them.
- We are opening a buy on Pfizer. Undervalued, and forward looking even more undervalued. This stock meets all of our criteria.
- More picks coming. When the market finally does show signs of reversing we hope to show off our bear market skills also, but we are fine with it going up too :) Everyone knows it cannot do this forever though. When you listen to Buffet talk about how he wish he sold Coca Cola at 80 that tells it all. Cycles, fundamentals, and probabilities.
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