Did I mention earnings season?  Did I me…

April 21, 2011 By

Did I mention earnings season?  Did I mention I thought individual earnings reports would be the next catalyst for our stocks?  Here are some earnings updates from our stocks from the last 16 hours: 1. Apple – blowout, huge, amazing quarter with typical Apple-esque conservative guidance.  Earnings nearly doubled…and we were talking a huge multi-billion [...]

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They say one of the things that separate…

April 13, 2011 By

They say one of the things that separates the great NFL quarterbacks from the the lesser ones is the amount of time the Peytons and Bradys put in watching film.  They go back and watch the replays of their best and worst moves so they learn from experience.  Great traders do the same.  So, let’s [...]

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Had a long trip  home, but I got a great…

April 7, 2011 By

Had a long trip  home, but I got a great night’s sleep and have been cranking since early this morning.  A well-rested trader is one who thinks more lucidly.  Most of our positions are still less than half of what I want them to be, but I’m mostly continuing to work on the short side [...]

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Obviously the big mover in our portfolio…

April 1, 2011 By

Obviously the big mover in our portfolio today is Riverbed. Unfortunately, its a big mover in the wrong direction. Some analyst on the street thinks that Riverbed’s competitor FFIV will miss its quarter. I would agree that its a possibility, after all FFIV missed its quarter last time. Riverbed on the other hand delivered a [...]

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