Portfolio update..

So if anyone listened to the Omniture (OMTR) conference call today, things sounded "ok". But just "ok" wasn't good enough for investors and in turn they punished OMTR down over 4% in after hours trading. If you include the -8% prior to closing, that's almost 13% overall for the day! Eeek.

I guess analysts were expecting something above their expectations, similar to how if you buy your girlfriend flowers every week they'll expect it EVERY week. The one week you forget, you get yelled at!!! Maybe OMTR should be more like AAPL and underscore their estimates every period (similar to how I NEVER get my gf's flowers!). haha, well despite the punishment they received today, I shall remain resilient and will still stay long on this position.

Another stock that I recently purchased is National Oilwell Varco (NOV). They also reported outstanding but for some reason was punished as well. I think the entire sector is falling out of favor with the hedge funds due to the recession crisis. Ah well, I'll stick with this long-term as well and try to ride out the impending storm.

For my Roth IRA I also decided to pull the trigger on PowerShares WilderHill Clean Energy (PBW), which is basically an alternative energy ETF. It's been getting beaten down pretty well as the solar sector has been, so I figure it's a good time to get in. Another long position here.

I've also created a CAPS profile to reflect my real-life portfolio and it's now featured on this site as well. Enjoy!