I have a nice size position in hfgb uta nuin wkbt ckgt which I have designated as my 5 amigos for 2011.
I consider all as both value & growth plays.
I have other stocks that are big revenue growers that are not quite as cheap so they don't qualify for my list.
I also am 50% cash simply because the trend is not my freind in this space.
However if & when the sequential growth continues on a qtrly basis while the pps stagnates I will continue to add to my amigos.
At least you know no my game plan going into 2011.
As for 2010 I have completed taking my profits & may yet take a tax loss or two as I weed out some non-amigos like jada a value play without the growth & going nowhere fast.