Obviously the big mover in our portfolio…

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 stellar quarter. We’re still at a fraction of the size I eventually want to be at in Riverbed and I will be looking to buy more next week. But I’m not going to today – I will let it settle first.

The markets are starting to pull back after a strong day. There’s only one hour left of trading this week. Don’t force anything. Don’t get greedy. Don’t get defensive.