Well, losses in our SLV and RVBD positions neutralize our gains in LPS and with the markets just not finding any legs today, I finished up in the red for the day. I bought some Google calls and did little else trading today. Tomorrow I’ll run through a fundamental and a technical trading update on [...]
I bought the Google calls and am watchin…
May 24, 2011 By
Here’s a list of my positions, in approx…
May 20, 2011 By
Here’s a list of my positions, in approximate order from largest to smallest, though the variations between relative sizes are decreasing as time wears on and I get these longer positions built up. We’ll have some shorter-term and newer name trades in coming weeks to complement these longer-term positions. Longs – GLW Nuance Riverbed [...]
A couple weeks ago on the day it came pu…
May 19, 2011 By
So LinkedIn.com is coming public and hol…
May 19, 2011 By
Nice up day for the markets and for our …
May 18, 2011 By
I first started flagging Adtran for subs…
May 18, 2011 By
It’s a flattish to higher open, but we’v…
May 18, 2011 By
It’s a flattish to higher open, but we’ve got our two most volatile tech names of late, Cypress and Riverbed, both up more than 3%. Recall yesterday that I wrote the following about Riverbed: Long-time subscribers know that I have been pounding the table on this one since it was in the low teens, but [...]
The markets are trying to get uglier an…
May 17, 2011 By
The markets are trying to get uglier and the bulls are retreating. Most violent on my screen this morning is Riverbed, which has been one of the most volatile stocks in the market for months now: And it’s been wildly volatile the last week too: Long-time subscribers know that I have been pounding the table [...]
Here’s a list of my positions, in approx…
May 16, 2011 By
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