July 03, 2007 –
I think that there are still some good opportunities to be had. IMB is a play that may take some time for the sector to recover, but it is being held-back by the group it is part of.
ARM is still MUCH higher than it deserves to be. I still think that as soon a the next quarter's earnings are announced, it HAS to drop.
February 13, 2007 –
After BWLD took a beating in the market recently, I was able to get back into it. I have discoverd that holding Hidden Gems until directed to sell seems to capture more of the gain that I have seen from selling winners and rebuying other Hidden Gems. Letting the winners run does seems to hold here.
December 09, 2006 –
I wish I had hung onto my BWLD in my personal portfolio. It has done nothing but climb since I got out. I had been hoping for a pull-back to re-enter lower, but that doesn't look like it's going to happen. Same thing happened with MIDD a year ago.
SCSS is hurting at the moment, but I have faith that like most of the MF Hidden Gems, it will recover and grow nicely.
Why is buying always so easy and selling so difficult?
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