Tuesday, September 20, 2005

Position changes

I am still in Google (quote) and will likely hold some of the position until the end of time. I got rid of JDS Uniphase (quote) and split the position evenly into two stocks. I am not overly crazy about Hot Topic (site and quote) but what I do like is their Torrid chain (site). It is "fashionable" clothing in plus sizes. I like the idea of the chain and since it is completely owned by Hot Topic the only way to buy Torrid is to buy Hot Topic. The other half of the JDSU position went into Fuelcell Energy (site and quote). I am looking for a trade up to 15 or more.

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