Monday, October 27, 2014

GDT::Portfolio Update After a 50 Day Hiatus

It's been almost fifty days since our last posting. I was going to kill off this blog, but I can't.

GDT::Portfolio update... Illumina (ILMN; genomics) is #1 followed by Google (GOOG/GOOGL; informatics), Cray (CRAY; supercomputing), Facebook (FB; informatics), and iRobot (IRBT; robotics).

Nanosphere (NSPH; molecular diagnostics) tanked and this has been bad news for the GDT::Portfolio. Right now NSPH is at #21 (it should be at #10 or higher).

Geeknet (GKNT; e-commerce) is at #10. Our GKNT investment is currently underwater.

Twitter (TWTR; informatics) is at #11. Twitter Inc. reports 3Q'14 results today (02014.10.27) when the markets close.

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