Here are my current positions, from largest notional to smallest…
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 subscri
Until Monday, then, here are my current positions, from largest notional to smallest:
Longs –
- 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.
