As I sit in tapping my fingers mode waiting for the SEC process to play out, I have spent the last month+ looking at names I wanted to put into the portfolio of the actual fund upon launch. Since almost every thoroughbred of mine from the portfolio in 2010 had such a huge run from August 2010 I was looking at a few new names that had lagged and still had a catalyst - some not discussed on the blog, some only touched upon. I am chuckling to myself since the 2 names I had slated for the top of the portfolio have exploded in the past 2-3 weeks.
ARM Holdings (ARMH) is up 31% since Dec 20. (crazy overbought, RSI off the charts)
Sina (SINA) is up 22% since Dec 30.
So much for laggards. At this point is is impossible to find anything that I really like that has not had an epic run. I've run out of drawing boards to go back to.