On the road today. I am down overall, obviously a 12% drop in CSCO hurts overall value. But rest of portfolio is up, so the blow is softened a little bit. Actually, the more distressing stock for me today is VIAB which is trading down 3% or so. That is worse than CSCO as I intend to be a seller of VIAB tomorrow, while it will likely be a buyer of CSCO.
Is till have a short list of stocks and will make a game time decision tomorrow.
CSCO
ATVI
AVG
SYNA
GA
CYOU
PFMT are all on the list (actually I may be missing one or two others).
I will be selling five stocks (ABC, VIAB, WU, AAPL and LPS), so net net I will not be decreasing my cash position.
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3 comments:
i did buy at 21.43 today
joel
i did buy today at 21.43
Looking forward to seeing which was you go tomorrow. Karl N
PS I increased my CSCO today since I think this is an overreaction.
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