We are exiting a position Monday in one Technology name and buying another. Our sell has done quite well since we added it earlier this year, while the purchase has been creamed lately on near-term disappointment. This company offers approximately 50% upside over the next year in my view and perhaps a lot more over time. We are also trimming another stock that I currently peg as having about 33% upside.
« CGB Rises in a Tough Week, Top 20 Slips | Main | CG/B Trade »
May 14, 2011
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