Vacationing
One Guy is on vacation for a spell -- no internet access at the edge of the ocean where I'm going, so I'll spend my days not worrying about the real estate bubble or summer movie grosses or Chinese gaming regulation, or the reduced guidance at DWRI or clinical trials of various biotech wonder drugs ... and I'll catch up on how my portfolio's coping and write to you again in a week or so. Probably it's good to vacation during earnings season, that way I can't even be tempted to make dumb reactionary after-hours trades in the heat of the moment.
And if you're new to this spot and looking for something to read, check out the most recent articles below on Netease or Radyne ... or the most popular older writeups have been on Formfactor (FORM) and MEMC Electronic Materials (WFR), and the combo article on Marvel (MVL) and Dreamworks Animation (DWA) -- links for all of those are on the top right under their tickers. Blog you later.
And if you're new to this spot and looking for something to read, check out the most recent articles below on Netease or Radyne ... or the most popular older writeups have been on Formfactor (FORM) and MEMC Electronic Materials (WFR), and the combo article on Marvel (MVL) and Dreamworks Animation (DWA) -- links for all of those are on the top right under their tickers. Blog you later.
This article posted by One Guy @ 8/08/2005 08:41:00 PM 0 comments
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