I was on the road for doctor visits the last couple work days and got back last night. I’m back full-speed again today, but please bear with me as we have a few more doctor visits that will require some travel in the days and weeks ahead before my second daughter is due in July.

I’m going to add a second small tranche of common stock of each of the three security stocks I added to the portfolio last week, buying small tranches of $PANW, $FFIV and $SPLK. I’m flat on $SPLK and $FFIV and up about 3% on my $PANW common stock purchases in each from last week. I’m not rushing into any of them and each will now be about 1/2 the size I’ll eventually want them to be with $FFIV being the largest of the three. I’d like to see a big sell-off in high-beta tech stocks like these sometime soon and I’d get a little more aggressive in my buying. But not yet.

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