@mememe, I’ve never been in BKS.
SOM I continue to hold and they will be due to give their Q4 results later this month. SOM is a long term hold for me and in the past they have under promised and over delivered, so I’m hoping this will still be the case. A relatively large volume seemed to affect the share price yesterday, which has recovered a bit today. They also pay a decent dividend (was yield currently about 3.5%).
ZOO seems likely to have been caught up in the general sell off in the e-games sector (I only have a very small holding in ZOO relative to the rest of my portfolio).
Volatility seems to be quite dramatic in some of the small caps in particular lately. Have a look at VRS, down yesterday but up over 15% today, this is all on no official news.
I was looking at the performance of my portfolio since 1 January yesterday and noted that several holdings had shown fairly dramatic improvements over the 2 month period. IQE is up about 40% and still rising, indicating a recovery in the semiconductor arena. AGL, INS, PANW and Boeing (BA, I recently added to my holding here) up 35%, SCT, TER and WD up 30%, BBH, HOTC, LGEN, MU, STM, TOMO and III up over 20%, EA and SWKS up 20%, ISRG and ABC up nearly 20%, ADBE, BWY, CHKP and FEVR up 17% ACN, ASML and ISPY up 15%, to name a few.
Obviously some of these are up having suffered previous large drops, but impressive all the same over a relatively short period.
Fortunately I have not had too many disasters (apart from MOTFB, which was always a two horse race).