I received MSI when Motorola split. I kept this and sold the mobile side.
Price 28.54
less than 1% of holdings.
Tuesday, May 11, 2010
Monday, May 3, 2010
Current Holdings May 2010
Description | Acct % | Gain(%) | Open date | Purchase Price |
| DRIV | 25.34% | 16.06% | 02/02/2010 | $24.99 |
| ATVI | 16.16% | 0.86% | 03/04/2010 | $11.00 |
| TDV | 13.87% | 6.73% | 02/02/2010 | $17.84 |
| KBH | 8.40% | 14.51% | 03/04/2010 | $16.79 |
| MOT | 8.30% | 1.68% | 03/09/2010 | $7.00 |
| PHM | 7.80% | 23.42% | 03/04/2010 | $10.84 |
| AMD | 6.80% | 18.09% | 02/02/2010 | $7.91 |
| TTWO | 4.82% | 11.14% | 03/04/2010 | $9.93 |
| MTZ | 3.67% | -2.70% | 03/04/2010 | $12.94 |
| FRE | 2.18% | 20.00% | 02/17/2010 | $1.25 |
| FNM | 1.75% | 14.29% | 02/17/2010 | $1.05 |
| CASH | 0.91% | 0.00% | $1.00 |
I didn't buy or sell anything. Digital river was up a lot more at one point, I think 33 and dropped back down. Still strong. TDV is on the chopping block based on some research I think it may be a little too risky, but in a recovery phase I think it's a good thing to hold. I'm also watching MOT and MTZ closely. MOT because they are making a big bet with Android and who knows if that is going to hit or not? And MTZ since it is the only one of my housing picks that hasn't moved.
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