When a player has a hot bat or his jump shot is on fire, a coach will ride that player for all he's worth. After all, if it's not broken, don't fix it. Those ups don't always happen, so you have to take advantage of such opportunities when they come.
If I finish with a pick and still like that company, I will go back to it, reassess the pricing and then pick it again if I like what I see. Companies in my universe that I have gone back to at some point this season include Delphi ( DFG), United Technologies ( UTX - Get Report), Texas Instruments ( TXN - Get Report), Boeing ( BA - Get Report), Yahoo! ( YHOO), 3M ( MMM), American Express ( AXP), Archer Daniels Midland ( ADM - Get Report), Tesoro ( TSO), International Paper ( IP), Parker Hannifin ( PH) and Garmin ( GRMN - Get Report). These are all big-league companies that I watch pretty regularly. In this column, I typically talk only about stocks that I like, but I am going to go a bit off-topic and talk about a private company that I really like. You should check out Market America. This Web site is big-league, and if it ever goes public, I will definitely give it a long hard look. The company calls itself a "product brokerage and Internet marketing company." It says it specializes in one-to-one marketing. It's a one-stop-shopping destination for nearly anything you might want to buy. It has more than 3 million customers and 160,000 distributors all around the world. The numbers? This company has generated more than $2.4 billion in retail sales and has more than 500 employees around the world. It has operations in the U.S., Canada, Taiwan, Hong Kong and Australia. This is a major league company on the way up. Always remember: Life is a journey; enjoy the ride!