Friday, August 24, 2012

VRNG is disgusting, but I own a bit of it

GOOG touched $680.45, a 52-week high this week, then dropped back a cupla points. Looking good.

GLD broke out this week, hitting $162.33, also looking good.

Added a small-cap flyer, VRNG, a disgusting little patent troll, that is suing GOOG for everything. Small position - 0.12%.

Portfolio down fractionally on the week, but up 3% on the month, and 1.32% on the year.

I'm glad I don't have to look at ATPG anymore.

I'd like to buy back DE for a much lower price, but it keeps going up.

I have a 16.39% cash stash now and intend to be very patient in deploying it.

Saturday, August 18, 2012

Humble Pie don't taste good

This past week, on a disappointing earnings report from DE, I sold my entire position. I also sold a fifth of my COP stake and threw out my nearly worthless position in the soon-to-be bankrupt ATPG.

Despite all this, the portfolio ended the week with an increase of 1.33%, which was entirely due to the meteoric rise in my now diminished GOOG stake.

Yay for GOOG.