And to close out the week, here’s a list of my longs and shorts…

And to close out the week, here’s a list of my longs and shorts, in order of approximate size:

Longs –

  • Riverbed
  • Google
  • Cisco
  • Microsoft
  • Cypress
  • Nuance
  • Marvell
  • Corning
  • Apple
  • Visteon
  • DBA
  • Ciena
  • Adtran
  • Celestica

Shorts –

  • Lender Processing Services
  • SLV
  • GLD
  • Cablevision
  • XLF
  • Live Nation

Thanks for reading and thanks for subscribing, everyone.  And I’ll see you here next week.