Thanks Saul,
Working a ~50 hour work week limits how much time I can spend on all of this, hence the much less active trading and willingness to hang in there. And in truth I don’t know that the lack of trading hurts me.
My position in PRAA is actually one I have held for years and am in at about $13 / share. As I said, this is one where I am questioning my position. When it was at $23, I would sell because it was worth more dead than alive, but now I am wondering if the potential is worth the cost of hanging on…
I do think I have done a better job of getting out of stocks that have not worked out or have just changed. For me the balance is to not over react, but also to not just hope things will improve. It is easy to say, I think they will bounce back next quarter…
Randy
Long PRAA (but reconsidering) and CGNX