Bookkeeping: Second Batch of Research in Motion (RIMM) this Week

Technology is the new fertilizer! I mean the new healthcare! I mean new financials! ;)

I've looked at about 20 names and except for Qualcomm (QCOM) there is nothing I want to add to the portfolio so to increase my technology exposure I am simply going to add even more Research in Motion (RIMM). We added some Wednesday when I wrote

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.

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.

Today we are adding another large batch and taki...