FSLR
I happen to agree with you on FSLR that was one of the ones I sold too quickly (although I would of never held to $140, but I could of easily got the 130's if I was patient. But I also held onto stocks like IART too long. I have done both lately, hence I have not done well, although only down 2.24% YTD with all of this mess. I also will make several corrections to the way to full investment in the future. Number 1 50 companies is waaaaaaaaaaaaay too many to follow. I will not be going back there, I will just make my positions a bit larger and stay within 25-35. furthermore my 50th best idea on average won't be as good as my 20th. It was so long since I was fully invested. And I realized now when I rebuild again to that extent slightly larger positions with less companies will be a better way to go in my opinion.
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