Tuesday, August 15, 2006

What's Hot and What's Not

Hey folks,


Today I sold my entire position of DLP following the news of the aquisition by Monsato (MON). I made a 21% return so I can't complain. Still, I was hoping to see a higher return had MON not acquired the company...

In addition, keep the same longs on radar. Also keep a watchful eye on ALSK, LMNX (both previously mentioned), OMRI, PCAR, PPDI, MIG, AZN, SNX

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