I OWN CAMP, AND BAC, AND HON, AND TSLA, AND FCEL, AND PLUG, AND GS, AND OII, AND RIG, AND WFC
AND KO, AND SBUX, AND MON, NLY, MTGE, ATK, MMM, DD, CAT, AND BA, AAPL, GOOG, DNDN, PSE,
ED, VZ, SIRI, T, CAG, FB, TO NAME A FEW.....so what. this is a dog and pony show. see any chart. ski the slope. AAAAAAGGGGGHHHHHHHHHH off a cliff.
I had a huge position in one of your best names but sold a little soon. You may even have got it from me on LBAS.
I am much less diversified than you.
Sell your SIRI and buy ENVI.
I used the deferred tax asset in a valuation saying if the company does not grow quickly private equity will shop ENVI get their $$$ and say good bye. That is why there is no risk in this stock, my friend.
You will wish me luck as I take my victory lap.
And I may give you another stock and you will take me more seriously in the future.