Latest positions and ice cream
Here’s a list of my latest positions in approximate order from largest to smallest. I give each stock a current rating from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell the farm, I’ve found a perfect investment” (there will never be a 10 rating, because there is no such thing as a perfect investment, of course). Anyway, here’s the list:
Longs –
- Apple (9)
- Facebook (9)
- Google (8)
- Fusion-IO (9)
- F5 (8)
- Lindsay (8)
- Sandisk (8)
- Baidu (7)
- Amazon (7)
- Level 3 (8)
- Broadcom (8)
- Juniper(8)
- Autodesk (7)
- Nuance (7)
- Cisco (6)
Shorts –
- Apollo (7)
- Dollar General (8)
- Dollar Tree (8)
- MS (8)
- JPM (8)
- PSO (7)
- GLD (7)
- LPS (8)
And for a little levity to wrap up the week. I can tell you it’s no different at the national TV news level, and seeing this clip sure makes me happy that I refused to let my producers write my intros when I was a news anchor on FOX:
