Tuesday, February 26, 2013


Hello to any wayward readers. It's been quite a while since I last posted, so I thought I'd do a quick update in bullet point form.
  • My total return for 2012 was +9.4% (includes dividends) versus +13.4% for the S&P 500
  • My current holdings are:
    • Cisco Systems Inc. (CSCO) (write-up here)
    • Dolby Laboratories Inc. (DLB) (partial write-up here)
    • Kulicke & Soffa Industries Inc. (KLIC) (write-up here)
  • I will be posting my first net-net write-up shortly