Thursday, July 21, 2005

portfolio notes

I closed out my Symmetry Medical position today (SMA). Got in just below $17 and got out at $24.76 today. I still very much like the co's position and prospects, just feel it's fairly valued here.

Good to see MSO getting beat up a bit this week. Same goes for GM. On a different note, analysts can't seem to get enough of OATS. Bear Stearns initiated coverage with an Outperform and $15 TP after the close. That's probably worth a few percent tommorrow. Also, IGT got whacked today on weak guidance for FY06.


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