Q: I own 18 US Stocks and have losses in the following 6:

1) D.R. HORTON is down 13%
2) ULTRA CLEAN HOLDINGS is down 23%
3) CROCS is down 43%
4) QUIDEL is down 47%
5) CO-DIAGNOSTICS is down 59%
6) FULGENT GENETICS is down 11%

My Portfolio is 20% in cash so I can take advantage when a particular stock is down for no good reason.

All the above are small holdings, and therefore I am able to easily lower the % loss by adding to my holdings, and hoping that once the market recovers, I can sell them for a smaller loss.

Which of the above would you add, and your reasons why ?

Which of the above would you sell, and the reasons why ?

Thank You.

Q: Would like to invest in the health sector, looking for growth over 1-2 years. Could you comment on the above stocks

Q: Quidel has seen a sharp decline, more than 50 per cent off its highs and is in a high growth sector . Can you explain the fall from grace? At less than 7x earning, over 20% roi, and some insider buying is this a good investment at this time. Thanks for your analysis.