BBY – Best Buy is still pretty cheap, but not as cheap as it was… if you own it, I’d continue to hold and look to sell around $20.
AIG – worth $50+. I like the warrants. the guy who runs FAIRX has a very simple and blunt perspective that i agree with.
AAPL – margin compression is the theme… has been for perhaps a year now.
Y – Worth $30+
DEXO/SPMD – this is going to be a long road… paved with what appears to be 100% annualized gains across the next 4 years or so.
HTCH – worth $10 I figure. There’s a guy in laporte indiana that i’m sure is having a blast making millions off of this company. you know who you are! good work.
NFLX – i figured that it was too cheap at $100. I’d be liquidating at these higher prices.
CYBX – it went from too expensive to too expensive. steer clear
as always, the theme is 100:1… embrace the concept that you can make 100x your money… and that you should not confuse activity with achievement