Bookkeeping: Adding to Research in Motion (RIMM)

Haven't added to Research in Motion (RIMM) in ages - the chart says it all. We're moving it up from 0.3% to 1.9% of portfolio in the $126s.

If you are not familiar with the fundamental story it goes like this [this content has been deleted for use of fundamentals]

So aside from all those myriad fundamental reasons, the chart is looking positive now - if the stock can break through $129, it should be relatively easy going until mid $140s. If it breaks back below $124 we'll cut back the position. This is a nice set up technically since it's not far below to set off the sell point, and the loss would be minuscule.

Apple (AAPL) is also firming up but we want to see her north of $170 so HAL 9000 does not stab us in the back.

Technology is one of the anti-oils to HAL's microprocessor.

[Apr 2: Research in Motion Appears Excellent on First Glance]
[Feb 21: Research in Motion ...