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Recent activity.

September 19, 2008 – Comments (0) | RELATED TICKERS: ISRG , UA , GME

Again I notice I have the "bomb charm" (no picks in 90 days).    [more]

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Bomb charm / best ideas for new money now.

February 25, 2008 – Comments (0) | RELATED TICKERS: MIDD , ISRG , HURC

I recently received the bomb (no new pics in 90 days) charm.  My Caps portfolio mirrors my real portfolio and I haven't added any new stocks to my portfolio in the last 90 days.  In the last 3 months I've added to existing positions in STP, MIDD, ISRG, HDB, SNS, HURC, and WEST(which isn't in my CAPS portfolio due to its <100M market cap even though it is one of my favorite stocks right now).  These are generally my best ideas for new money right now (Feb '08).
  [more]

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