ROK - First identified last month. Looks like a strong company with solid fundamentals.
VSNT - Looks like a decent software company. Probably should have asked my friends Andy and Matt what they think of this company before buying it...
VLCM - cool products. Plus, I wanted to increase my exposure in consumer goods sector.
Also considered but passed:
BR - currently affected from the downturn in finance sector, otherwise good company.
PRXI - too small, not great track record for the time they have been public.
VCLK - not growing in a growing market. Somethings must be fundamentally wrong. Not sure if the next big Internet company will be a potential acquirer for this ad network.
MDP - Looks like a decent Media company. Maybe next month.
CF - Looks like a solid company. Maybe next month.
MSFT - Very interesting fact I noticed while I was looking more deeply in Microsoft. Their stock has pretty much been flat for the last 10 years, despite decent profit growth. Having said that, I am not sure if the future looks bright for MSFT. So I will pass for now.
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