Latest positions: Steady as she goes

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 (8)
• Google (8)
• Fusion-IO (9)
• Lindsay (8)
• Amazon (7)
• Facebook (9)
• DDD (9)
• Sandisk (7)
• F5 (7)
• Juniper (8)
• Baidu (8)
• Broadcom (7)
• Nuance (7)
• Zynga (7)

Shorts –

• Apollo (9)
• Dollar General (8)
• Dollar Tree (8)
• LPS (9)
• MS (9)
• JPM (8)
• PSO (7)
• GLD (8)

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