Showing posts with label Sauer Danfoss. Show all posts
Showing posts with label Sauer Danfoss. Show all posts

Wednesday, March 2, 2011

A Quick Thought On Sauer Danfoss Earnings...

Yee-haw!!

I'll be back with a more reasoned and worthwhile analysis later...

Disclosure: I own shares of Sauer Danfoss

Update - I'm going to wait for the company's conference call tomorrow before writing a summary ... there's a lot of interesting stuff going on here and I want to do right by the company.  

Friday, February 25, 2011

Busy Days

Been busy adjusting the portfolios.

SOLD: PRS, YSI, JNJ
BOUGHT: BMTI, ISTA, LABL, MTNOY, RHHBY, SHS, TOMO

Now I own quite a few more individual positions than I'd normally like to ... but that's what happens when you don't want to sell much of what you already own. I'll adjust the Portfolio page soon to reflect this.