Sunday, August 3, 2008

New Positions: WFR, TTWO

Update: I added WFR and TTWO to my portfolio. Next potential stops: PNY or ADI. I would love to add some CY, but the price is still too high for my value-minded tastes.

Based on the WSJ's recent Saturday article, Garmin (GRMN) might be a more volatile stock than I expected. I was particularly unhappy with my assumption Garmin owned its own satellite service. Apparently, Nokia, a competitor, provides satellite images to Garmin. I will sell earlier than I expected.

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