Investment

02/24/2010 Trades and News:
GRMN reported excellent earnings. See the table on our home page. We purchased enough GRMN to start it a about 2.9% of our portfolio.

02/19/2010 Trades and News:
BUCY reported excellent earnings. See the table on our home page. Nevertheless, we sold our entire position. Its price is up to $61 from where we bought it a $47, and its P/E is up to 15. It is getting a little rich for us.

01/28/2010 Trades and News:
A number of companies reported earnings. See the table. We purchased BMY, DLX and NE which now represent about 2.2%, 2.1% and 2.7% of our portfolio.

01/21/2010 Trades and News:
Goldman Sachs (GS) reported excellent quarterly earnings of $8.20 compared to $5.20 expected by analysts, an a loss of $4.97 for the year ago quarter.

We were already long GS, and purchased more. It now represents about 11% of our portfolio.

12/16/2009:
Apogee Enterprises Inc. reported earnings of $0.39 compared to $0.21 expected by analysts, and $0.63 for the year ago quarter.