LookSmart (LOOK) at #11 and that is a signal that the GDT::Portfolio had a tough 02011.
Stewart Enterprises (STEI) at #12 is fun because this one of the future low-tech stocks in the GDT::Portfolio. STEI should be a third tier stock.
Level 3 Communications (LVLT) is at #13, but it should be a top 10 holding.
Trimble Navigation (TRMB) is at #14. There have been numerous times when I've considered liquidating our TRMB holdings, but I just can't do it.
US Airways (LCC) is at #15 and that's after the stock lost almost 50% of its value during 02011. LCC ended 02011 at $5.07. LCC needs to a third tier GDT::Portfolio stock.
Amazon.com (AMZN) is at #16, but it should be a third tier GDT::Portfolio stock. The plan is to never sell another AMZN share.
Aastrom Biosciences (ASTM) is at #17, but it should be at least #10. ASTM ended 02011 at $1.82, but my average cost per share is $2.67. Huge bummer.
NeuroMetrix (NURO) is at #18. I added to our NURO holdings yesterday (02011.11.30); therefore, I must feel as though the stock is worth buying and holding.
Spire (SPIR) at #19 is a major disappointment. SPIR ended 02010 at #10 and it needs to return to that position. SPIR ended 02011 at $0.63. Yes! It's a penny stock much to my chagrin.
Comcast (CMCSA) is at #20, but this stock should be a third tier GDT::Portfolio stock.
The following 2nd tier stocks need to move to the 3rd tier: STEI (#12 to #22), LCC (#15 to #26), AMZN (#16 to #28), CMCSA (#20 to #27) and TRMB (#14 to #21).
The following 2nd tier stocks need to move to the 1st tier: LVLT (#13 to #8), SPIR (#19 to #9) and ASTM (#17 to #10).
The following 2nd tier stocks should stay in the 2nd tier, but LOOK at #11 and NURO at #18 should swap positions.
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