It has been one heckuva run.  The portfolio is up more than 50% since the June lows and, put simply, I’m going to back off the gas pedal a little bit.  I did sell down the Sandisk and the Google a bit more today.  But they are still both outsized and I’ll be continuing to […]

Here’s how my portfolio stands with both longs and shorts in order of size at this moment.   I’d mistakenly not had listed Sandisk on Friday’s portfolio rundown.  It’s in there at the right spot now: Longs – Google Riverbed Microsoft Cypress Cisco Sandisk Nuance Marvell Corning Apple Visteon DBA Ciena Celestica Adtran 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 […]

Here’s a list of my positions, from largest notional to smallest: Longs – Riverbed Cisco Microsoft Google Cypress Nuance Marvell Corning Apple Visteon DBA Ciena Celestica Adtran 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.  

Here’s a list of my positions, from largest notional to smallest: Longs – Riverbed Cisco Microsoft Cypress Google Nuance Corning Apple Visteon DBA Ciena Celestica Adtran Shorts – Lender Processing Services SLV GLD Cablevision XLF Live Nation  

Here’s a list of my positions, from largest notional to smallest: Longs – Riverbed Cisco Cypress Google Microsoft Nuance Corning Apple Visteon Celestica Adtran DBA Ciena Shorts – Lender Processing Services SLV GLD Cablevision XLF Live Nation  Thanks for reading and thanks for subscribing and I’ll see you next week. 

Until Monday, then, here are my current positions, from largest notional to smallest: Longs – Google Cypress Microsoft Cisco Corning Riverbed Nuance Celestica Ciena Apple Adtran Visteon DBA Shorts – Lender Processing Services SLV GLD Cablevision XLF Live Nation Thanks for reading, thanks for subscribing and I’ll see you next week.

Here’s a run down of my positions,  in approximate descending order from largest notional position to smallest. Longs – Google Cypress Corning Riverbed Microsoft Nuance Cisco Celestica Ciena Apple Nokia DBA Adtran Visteon Shorts – Lender Processing Services SLV GLD Cablevision XLF Live Nation