WAALCAP
An investment blog managed by two university students.
Tuesday, October 26, 2010
Easy as A(BC)123 (Action)
Allocated 20% of our portfolio to A123Systems (AONE)
The price has been beaten down since since the IPO and we believe now would be a solid entry point
Price
$10.17/share
Current Allocation
10% GG
10% SLW
20% AONE
60% Cash
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