Thursday, February 16, 2006

 

Stuck in the mud


The markets were up about 2 percent over the past two days. My portfolio, however, went nowhere: up 0.1 percent yesterday and down 0.2 percent today. VTEK, one of my larger positions, took a nosedive this morning. I thought the market's reaction to their earnings report was completely gratuitous, ignorant, and over the top. I still think the stock will hit $8 within the next 6 months.

Comments:
I agree with your analysis of VTEK. Not a great quarter but certainly nothing too damaging. I wrote up the highlights of the conference call here if you are interested.
 
MS - Thanks for that writeup on VTEK. Very informative. Unlike the coach, I took a big hit on that dive.. but I am gonna hold.
 
Post a Comment

<< Home

This page is powered by Blogger. Isn't yours?