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 [...]
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 [...]
After having flagged them as I was doing…
May 19, 2011 By
Nice up day for the markets and for our …
May 18, 2011 By
Rougher day for the portfolio today than…
May 16, 2011 By
Here’s a list of my positions, in approx…
May 16, 2011 By
What a week it was. Lots of back and fo…
May 13, 2011 By
What one stock taketh away, another give…
May 12, 2011 By
What one stock taketh away, another giveth. (Flip it.) The hits we’re taking in Cisco and Celestica are being countered by the profits in Riverbed and Silver. Most of the rest of the portfolio is hardly budging and that means our portfolio is flat-to-slightly down on the day, much like the broader markets. I find [...]
Cisco and silver are each down almost 5%…
May 12, 2011 By
Let’s review what I’ve been doing to re-…
May 11, 2011 By
Let’s review what I’ve been doing to re-build my portfolio in broad terms. From a strategic standpoint, I’ve been buying the best companies I can find in the App Revolution and the Cloud Revolution which I think will explode into a new bubble in coming years and I’ve complimented those longs with long positions in [...]
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