| Symbol | Sector | Return | Exposure | Trades | Last Trade | Status | |
|---|---|---|---|---|---|---|---|
| CA:ABT | Software | -73.81% |
|
0 | 18-Aug-08 | Currently Holding |
19-Aug-08
my only home run (so far) ;-)
Holding Rationale for CA:ABT.
In a nutshell, the rationale for buying Absolute more than a year ago was its "first mover" advantage - when I first heard the recommendation (courtesy of Hugh Cleland - see Northern Rivers Funds) I explored further re. what their product was and their market and lo, it seemed to be pre-eminent, if not alone in the space, and an indispensable one at that, for many computer users. Currently, the targets quoted have come down to between 16 and 21 dollars, so yeah if I had the funds, I'd add to my position.
Tagged Stocks: CA:ABT
Posted at 13:46 in Holding Rationales | Permalink | Comments () | Top
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