Wednesday, October 31, 2007

More trades to place

It's strange, but I'm finding the need to place quite a few trades recently. I rarely find the need to place this many orders unless I'm cleaning house and on a bunch of losers.

Anyhow, I placed limit orders to buy more VASCO Data Security VDSI and Cognizant Tech CTSH. Will see whether I get tomorrow.

I'm a little concerned that exposure to India might be growing too large given sizable holdings in both CTSH and INFY, but these stocks haven't moved in quite a while, but the underlying business continues to be strong and they just seem cheap to me right now. At some point I think the underlying business growth has to push CTSH and INFY higher imho.

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