Electronic Game Card, Inc (fka EGMIQ)

[riskanalyst]

Sure there may be some disappointment with Poken based on the wired review, but remember that Poken is an X-factor. It is not even factored as part of the growth currently in estimates.

I have lightened up a bit over the past few weeks, but only because my new largest position is CCME. I had a bunch of warrants converted and needed to raise a lot of cash in a non-marginable IRA account, so stocks had to be sold. My EGMI suffered some collateral damage, but is still my second largest position. I sold about 25% of my position.