Exit HIMX, Enter KNDI and XLNX

Before we get into a new opportunity, we have to get rid of the Himax (HIMX) positions in the portfolio. We can’t look at them any more.  This company had such an opportunity with Google Glass… and it just fell apart.  If you haven’t done so already, close them out. ...

[Update] Hold all positions

With just a “little” bit of geopolitical tension raging, the market has taken pause at an historic top.  Russia, Ukraine, Israelis, Palestinians, Middle Eastern folks, and our own economic uncertainties at home have created such chaos the market doesn’t know where to...