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Latest positions and some trout to catch…

Cody Willard

26 Aug 2011

The markets have reversed their selloff and are trading up nicely for the day. Here are my positions heading into the weekend, as I hit the road to go flyfishing with my father once again:

Longs –

Google
Sandisk
Apple
Riverbed
Cisco
Marvell
Nuance
Microsoft
Cypress
Autodesk
DBA
Ciena
Corning
Visteon
Adtran

Shorts –

LPS
Wells Fargo
Cablevision
Live Nation
SLV

Thanks for subscribing and for reading and I’ll see you back here Monday ready to rock n roll again.

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