Thursday, January 8, 2009

Looking for bright spots in the economic gloom

News of economic weakness abounds, with layoffs at the forefront of the recent headlines. Despite the gloominess, there are bright spots in my portfolio, including Electronic Arts (4.0% of portfolio). It was up today on news that video games sales held up well over the holiday season. Also higher was Finisar (common 7.0% of portfolio, calls 1.3%), which has been posting large percentage gains recently, off a very low price base.