Update

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