I get the impression that diversification is becoming a lost art.....that it's simply migrating from one stock to another with many. That's because most of what I read now sounds like "either, or" when it comes to particular stocks....rarely "both."
I'm holding 10 companies presently and some are performing extremely, extremely well.....HIMX was a big winner, for sure. IMO, BFDI will be but it's not going to happen until the contract situation with Baltimore is cleared. IMO, that will happen suddenly and catch some off guard, I'm guessing. That's because the city formerly said it would make a public announcement before the system was turned on....well, that's what I think it will do and that will start things right then and there, IMO. The credit line extension news from yesterday's 8K with somewhat relaxed terms (while financials must be provided monthly now) reveals PNC's patience to see Baltimore come online.