Well today I purchased my 6th MFI tranche of my new era. I was hoping to show my 30 regular readers a nice table of the stocks, but my computer appears to be in a poor mood today. So I will just talk through the stocks.
Wait, I am going to try one last time. Cue the Jeopardy music.
Hmmm, still so slow. Here are the filled orders:
| Buy Shares of AVG Order Number: XXXXXXXXX | Filled at $17.2199 | |
| Buy Shares of ATVI Order Number: XXXXXXXXX | Filled at $17.7099 | |
| Buy Shares of SYNA Order Number: XXXXXXXXX | Filled at $48.0136 | |
| Buy Shares of GA Order Number: XXXXXXXXX | Filled at $9.0365 | |
| Buy Shares of RPXC Order Number: XXXXXXXXX | Filled at $17.0413 |
Now the obvious exclusion is CSCO. I decided early this morning not to include them. In reading through their press release and some of the subsequent articles, I was worried that the revenue miss may not be a short term phenomena. Also, CSCO is my 3rd largest holding.
The other item that I went back and forth on a lot was CYOU versus GA. They both are already in prior MFI tranches. By most metrics CYOU is cheaper. But I went with GA as they seem to have better earnings visibility going forward.
I will publish more if I can ever get the calculations in Excel to work.
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