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riskanalyst

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riskanalyst

Re: None

Tuesday, 01/26/2010 10:47:27 AM

Tuesday, January 26, 2010 10:47:27 AM

Post# of 14386
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.
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