Here’s a list of my positions, in approx…
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
- Cypress
- Cisco
- Ciena
- Adtran
- Apple
- Visteon
- Microsoft
- Celestica
- DBA
- Nokia
Shorts –
- GLD
- SLV
- LPS
- LYV
- XLF
- CVC
I’ve got some important errands to run as I start getting permits for electricity, wells, and so on for the land I’ve started buying/investing in down here in New Mexico, so I’ll probably be out the rest of the afternoon. Thanks for reading and I’ll see you all Monday.
