Here is my current holding in my IRA from highest to lowest. With all that has been going ion in the market I wanted to post my current feelings towards these companies.
1. TGI I love this company. They raised earnings and revenues estimates for the year in the first quarter. I moved money from Nintendo to here in order to make it my largest holding.
2. NTDOY Nintendo is "straight up representing" in the video game business.
3. SPAR This company has really scared the bejeezuz out of me this last month. Check out this chart. I boughtmy first position at 22.84 on May 25th. It ran higher then started falling - and falling really sharply (starting around mid to late July). I thought it would bottom at 13.40 but I got over anxious and bought at 18.50. I then bought a third time at 14.45. It still went down after that. But they just announce a new contract with yet another MRAP customer, so I am glad I have stuck with this company.
4. UA (Under Armor) This stock has really started to kick some butt. I love Under Armor apparel. I think it is kind of showing that they can price their clothes more expensively than Nike.
5. ATVI Still loving this Activision stock. I think it still has a way to go up. I won't think about selling until After Christmas - unless of course they announce a secondary offering or restate earnings or something like that.
6. CBH America's most convenient bank.
And finally rounding out the bottom, all of which I am so unenthused about and wouldn't recommend that you buy at this point :
AVAV, LNDC, SHFL, and DNDN
Overall, I am excited about the market. I am not an economist. I don't fully understand the current "credit crunch", but I am optimistic. And I am beating the S&P right now... check this out... :
YTD S&P : -.5%
My IRA : 9.78%
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment