I picked up Warren Buffett and the Interpretation of Financial Statements by Mary Buffett & David Clark, as well as Security Analysis by Ben Graham and David Dodd. I got through Warren Buffett's ex-daughter-in-law's book pretty fast and now I'm poring over financial statements. Definitely out: Starbucks, Nexxus Lighting, Citrix Systems, Echelon Corp, Itron Inc, and Ambient Corp. Still looking at VMware, Microsoft, AgFeed, Google, Apple, EMC, Cisco, Qualcomm, and 3Com. I think I'm happy with my positions in AgFeed and VMware, but I don't really know. I can't read the financials well enough yet.
Obviously, my portfolio took a big dive after the past few days. The Dow was down 250 points on Friday if you missed it. I'm really excited about the opportunity to spend the rest of my cash.
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