Portfolio update 2011 02-25

I haven't updated in a while, so figured I'd better do so. Honestly I haven't been that engaged with what's going on with the market since I've raised to a high cash level waiting for a pullback.

My only stock holdings currently are (in order of size of position)

EBIX Ebix - IT software services
TEO Telecom Argentina - telecom / wireless
DO Diamond Offshore - offshore drilling - gulf exposure
CSCO Cisco - Networking
LHCG LHC Grp - Home Health
MDF Metropolitan Health Networks - health services - microcap

and that's it. I hadn't seen anything I couldn't live without, so I've just been on the sidelines, but some interesting companies have slid back in price since the start of the year so repurchase opportunities may be near.