Archive for the ‘Investment Diary’ Category

From Switzerland to South America

Wednesday, July 10th, 2013
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Ran across BSBR reviewing my CIB holding. While the price has been falling, it is in a good position for a turn-around…hopefully. Recommended in a Fool article.

Easy to Forget What You See All the Time

Tuesday, July 9th, 2013
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CA Associates is huge and yet I totally forgot about it until I ran across this Fool article while reviewing my Adobe holdings.

Next pull back, I’m in there. Current target is $24.50

Is BP the Best Petroleum?

Friday, July 5th, 2013
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When I first bought it, I thought so. Great dividend, great growth, made lots of money. Then the FL leak and I bought a little too early, then sold a little too early. Now they are down again. Thinking…

A Rubber EBIX?

Saturday, June 22nd, 2013
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Usually punny headline spinning off of The Blues Brothers, and if you don’t get it it is my bad, not yours.

I could have made a really quick 20% if I had pulled the trigger on the June 20 plummet first thing in the morning, but I missed it and it climbed. I thought it may bounce again the next day and set a limit, and it bounced lower than I expected and not as high back up as I had hoped.

Now my hopes are pinned on the wisdom of a Fool who sees at least a 25% upside over the 3 to 6 months.

What Do You Have in Your Portfolio?

Saturday, June 1st, 2013
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Weak headline, I know. So, while generally borderline about Capital One, I have noticed that every company that buys whatever discount brokerage I am using does well in the following two years, so hoping history repeats itself once I get in at my $54 target.

I Want It Hot and I Want It Now

Wednesday, May 29th, 2013
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And so does everyone else, which is why I bought the owners of Keurig when they took a big dump last year.

F5 Networks, Inc. (FFIV)

Saturday, April 27th, 2013
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After 12 years of consulting for high-volume web applications I still see F5 in the majority of the enterprises where I work, and I have learned that it takes a lot to get a large enterprise to switch core infrastructure vendors.

The trick for me is to figure out where the bottom will be before the rebound. I’m keeping an eye at $72 now, and will re-evaluate if and when that happens.

Nano, Nano

Friday, February 15th, 2013
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Would Mork buy Nansosphere? Dunno, but with a huge pullback on an analyst downgrade, the temptation was too much for me to pass up.

Following the Boingo Ball

Sunday, February 10th, 2013
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Not sure about how viable this is in the long run. They could get bought out or partner better and start climbing again. Or not. I hate the or not.

Cheap Lazy Tracking: VIG

Sunday, February 10th, 2013
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Tony Soprano would be proud of this one.