Today our portfolio is surging up again and that is exactly the reason I don’t want to be jumping in and out of these companies. There’s virtually no way I could have timed it to sell a couple of days ago and to also time it to buy back today in time to catch today’s upswing in our portfolio. Most of the time this just ends up causing you to sell low and buy it back high… or else miss buying back in at all. Frankly, I have come to expect a couple of down days every once in a while like we’ve seen on Tuesday and Wednesday and try, as hard as it can be sometimes, to enjoy the roller coaster ride. The overall trend continues to be up, up, up! Yesterday several massive hedge funds were on CNBC touting the digital transformation and recommending all the SaaS stocks that we have been discussing for two years now. My good friend Tom also sent me a snap shot from Cramers show in which he was switching out 10 of his traditional companies for 10 digital transformation stocks. We have a series of earnings calls coming up at the beginning of June and I expect them to be very positive… AND I expect this volatility to continue, both up and down at times. Cheers!
User Comment: OTOH, I bought a bit of FSLY yesterday. Up just under 10% now. Could go right back down…
