Thursday, March 04, 2010

Building Position in Linear

Added to the Linear Technology (LLTC) position at 26.83. I am going to continue to add to this until I've got a full position. My cost-basis is now at 26.99. Shares yield over 3.4% at current prices, and I believe that over the longer-term this one will work out well. I guess we'll see.

And, while we're talking about stocks, Wet Seal (WTSLA) posted strong same-store-sales figures (along with most of retail). It's still my largest single-stock position, and I continue to feel strongly about its prospects.

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