021113

Still biding my time.  I’m not holding a ton of cash, but more than normal.  If we get a correction, I believe it will be temporary which means I will see my stocks go down but they’ll come back.  It’s only a loss if you sell low.  And if I’ve got some cash, as I do, I can buy low and make some real money down the line.  Assuming I’m right about all of this.   Which I have been in the past, slightly more often than I’ve been wrong.  One thing I apparently was wrong about was SIMO, which I bought 01/26/13 and sold today @ 14.44, about a 9% loss.  I’ve got a long watch list and will probably add one new pick tomorrow.

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012313

Today I’m selling my 0108 pick, CTB and using the proceeds to buy SIMO.

Small cap tech stock with potential, based in Taiwan.