duffbeer

Hi to all of you. First off, I am not a blogger, so I apologize right up front for all the errors you will find .Thanks for letting "Me " in this contest. I am honored to be amongst so many knowledgeable investors . What a great way to learn about new investment ideas . Sharing will help us all become more profitable.
Opening day I went in strong. Knowing that a monster was wakening and starting to take effect, I took the plunge
into the murcky subprime filled waters.
I choose my main focus to be on the tech sector and the build out of the mobile communication devices. Speed it up and keep adding more space means plenty of purchases for improvements and that should turn into profits ahead.
RIMM,AAPL,ALVR, SWKS,SIRF,ADCT,SNCR,CRNT,NVT,ADBE,SNDK, VDSI
I splashed in ----defense/aerospace BA,AXYS,FLIR,GTI ---- alternative energy ZOLT ---- pharma CELG, TTPY ----
tele comm TNE ----- top it off with some POT the agri leader.
I survived the week long fallout relatively well but I do believe we have more to come from this monster called subprime. I hope all of you reach higher ground with the stormy weather ahead. As for me, I am headed to go stock up on some "Duff Beer. "
Cheers !!!

Ken Kam posed a question to we contestants about conventional wisdom explaining valuation and why is that same conventional wisdom wrong for a stocks valuation.
Hearing all that I immediately headed to the frig and popped a "DuffBeer" to get a better understanding about Ken's question.
Most of you are like research scientist dissecting these stocks apart.Many of us stand to learn a lot from those who are graciously sharing your knowledge and know how,thanks.
I have been waiting for a buying opportunity in AAPL for years and all it does is go up. I continue to miss it or the break never comes. All AAPL does is move up in value. While you crunch the numbers,I see AAPL's innovation,leadership,brand recognition,increasing market share and world exposure,product acceptance,ability to overcome set backs and its consistent growth and profitability. That is is why I put it in my fund.
Now I must confirm my finding as to what advise I will discover at the bottom of a "DuffBeer " can. Cheers