Wednesday, January 30, 2008

Changing horses.

Doing a little shuffling of assets today in response to and in anticipation of news. Sold off Wireless Ronin (RNIN) and half of Canon (CAJ) based on weak long-term prospects, choosing to put those funds into additional shares of Google (GOOG) ahead of earnings, while it's still down here at bargain basement prices. Both these moves are being made with long-term brand play in mind, not short-term trade. I continue to see nothing but huge upside ahead for Google as we move into the creative cloud space, and at this price felt compelled to reallocate.

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