Savvy Trades and Investments

[John Bates]

bbotcs, NUAN .. Being a large cap at a less than 1% level in my portfolio, I tend to give it a bit of leeway, particularly since I'm in the black. When you mentioned it in November, I was surprised that it had such a bad year in a hot market. It's a prominent company, and I saw it as a Nasdaq version of the "Dogs of the Dow" play. Also, being a large cap, I don't take the specifics of the earnings that seriously, only that they beat expectations. It's obviously a bigger play for you, so a different approach is probably in order.

Anyway, on a given day I could always sell, but it's not a main worry for me.