TBSI

From time to time I will examine individual stocks and look for feedback from all you readers on your thoughts on it's value. I bought TBSI last summer. It looked like a good play, I felt that exports could really take off with a weaker dollar and a global recovery hopefully right on the horizon. Well that recovery has not necessarily panned out yet, we've had better earnings from some companies but others are still struggling. It hasn't been above that level since I've bought the stock. It got below 6 which lost me about half that value I paid for the stock this last march but it had a good run, as well as the overall market until may where we have slowly declined back into the mid $5. I feel like they are well positioned because they bought some assets pretty cheap but the price continues to suffer. Their second quarter revenue increased 54% compared to it's dismal earnings in the 2nd quarter of 2009. It is hard for me to bite the bullet and take the loss and move on because I still feel like it just needs one piece of good news to push it back over $10.

In my portfolio overall, I feel like I have too many large caps and not near enough small caps but so far, the small caps have not created much value for me.