One Guy's Investments

The story of Travis Johnson's investment portfolio, with analysis and thoughts on the stocks and funds I've considered, bought and sold. I don't claim to have brilliant picks that will make you money, and I'm not an investment advisor, registered or otherwise, so don't follow my moves unless you're happy to lose money without suing someone. I'm just one guy. My articles get republished in several places, but always appear here first -- subscribe now(totally free via RSS) to see them before they're on Yahoo Finance.

Wednesday, April 26, 2006 -- Subscribe free

Ten blissful days without me

For the next week and a half or so I'll not be posting -- I will probably get sporadic updates on the market while I travel, but I won't be able to buy, sell or post ... so the gnashing of teeth that you hear if ISRG dips to $70 on earnings and I miss a buying opportunity will be mine.

So far this evening, an interesting consistency ... WFR, FORM and AKAM all reported very good earnings, but folks are finding little holes in them across the board -- FORM and AKAM went up then down, but not by much, and WFR climbed a bit but is still below its recent highs. I didn't see or hear anything to make me change my mind about any of these, though AKAM still lingers in my mind as the one that might be getting the loftiest valuation.

Have a great week or two, all, and I'm sure I'll have a lot to write about when I return. Thanks for reading about One Guy's Investments.

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