The Good, The Really Good, & The Ugly

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January 11, 2006

The GOOD:
DELL is shaping up to be a nice trade here, maybe 3-4 bucks.

The REALLY GOOD:
AOB, CNTF, and RWC are performing nicely today. MDCI, although I sold it already, is still performing well with a new breakout.

Since posting about these:
AOB is up 14%+
RWC is up 25%
CNTF is in the neighborhood of 16.5%.
TRLG 23%
UARM 48.5%
EXM -9%
APPX -1.7%
CHAR -4%

The UGLY:
IDWK -15% based on earnings. The timing wasn’t right, but I sold IDWK anyways today. I wanted to free up capital for something more decent.