Tuesday, January 16, 2007

Quick Update

Doubled up on the TODCO (THE) position with a purchase at $31.21. Cost basis for the shares is now $32.74.

Also, looks like the market is expecting some bad earnings news coming from Linear Technology (LLTC) this afternoon. I guess we'll see what happens with that. I'm comfortable with the position at the moment.

Anyway, off to lunch I go.

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