Mike Tyson Punch-Out (or, My latest positions)
Good morning and welcome back to the body shop, where you can fix up the scratches and dings, but you can’t build a car from scratch for a profit.
We’re now 100 points from the recent highs in the Nasdaq and the markets are starting to look like Glass Joe getting wobbly and having a hard time staying up in front of Iron Mike Tyson. In the video game:
Anyway, here’s a rundown of my latest positions, not including my old Nintendo game system, which I still have and pull out and play every few year years. Still riding a 167 undefeated game streak in Super Tecmo Bowl, if you’ve got the guts to challenge me:
Longs –
- Sandisk
- Cisco
- Nuance
- Corning
- Riverbed
- Cypress
- Marvell
- Fio
- Akamai
- Apple
- Autodesk
- Microsoft
- Bank of America
- Goldman Sachs
- Visteon
- DBA
Shorts –
- LPS
- Bank of New York
- Wells Fargo
- Live Nation
- SLV