Greetings, Davebugs. I am scanning KLIC looking to see if the stockpicking contest will be back again. I will be back later for it or sooner to see any reply. I hope all is well with you. I have been investing mediocre at best lately. Too many of my stocks got too expensive and I sold them leaving me with a somewhat inadequate allocation to equities. I learned many years ago the importance of asset allocation - then forgot it. I don't even know what my percentages are now, but they are not enough to get drunk on the recent rally, only enough to cop a little buzz. Is it better that way? We shall see.
Other shorts have come and gone, but you still remain the best I've witnessed!
I'm back up to about 20%. The current political folks and those in charge of our money are setting us up to take many years to recover from their decisions IMO. Usually I'd have less than 5% cash as I usually buy starting mid SEP during tax loss selling and often have sold all or most of those purchases between 12/31 and income tax day.
I've been buying CY and UTEK as tax loss plays, added a little more AWK(a safe investment) the other day. My favorite sector(lasers) and stock IIVI has really been bad this year. So I have actually underperformed the averages this year - I'm at about 20% right now including dividends.
So what are you finding interesting? I've also still been trading INTC and some microcaps.
I recently lightened up on some RPM and PFE as well since they have run well, near their highs, and I wanted to raise some funds hoping for tax loss selling candidates.