i have been toying with the idea of investing some money in the US stock markets again after a lapse of about 4 years. i am a high tech stock junky and usually look for very high growth stories - tech companies that have great ideas but are generally undervalued by the market. generally i would be willing to commit a significant portion of a portfolio to a couple of stocks if i had the belief that it would one day come true [out of all the investments i have made - this has come true on 2 - DELL and Net Silicon].
a fund i think that does a lot of decent due diligence is First Hand funds
Anyway looking for the next great story - incidentally there was a company I came across that should be very interesting if they go or an ipo - Globalive Communications Corp
Looking for ideas if anyone wants to share - probably going to be investing in bits and drabs and creating a seperate blog along the way...
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