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Email from a subscriber: –First of all, CY, and now NUAN have many times over paid for my subscription, with every other trade above water, except RVBD. Could you post a brief response to the following question” If one has suggested to a friend to sign on, or has not
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Here’s my positions, in general order from largest notional position to smallest, though they all are about where I want them to be right now: Longs – Corning Cisco Nuance Celestica Cypress Riverbed Ciena Apple Microsoft DBA Visteon Google Nokia Adtran Shorts – GLD SLV LPS XLF LYV
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Nuance is the big mover on the sheets today, now up 7%. Rumors out there that Apple’s considering buying the company. I don’t believe the rumor, but I am not selling it either. Nuance is still too cheap.
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The App/Smartphone/Tablet/Dashboard/PC is the fastest growing marketplace in the history of business. I’ve been saying exactly that for more than a year now and I’ve been dead serious about betting my time, money and reputation on what I call the “App Revolution” for shorthand.
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We are probably now more than halfway through with the earnings season, though next week will bring another barrage and there are a few laggard reporting schedules after that too. Here’s the earnings dates for all our positions: * aapl – Already Reported on Apr 20th * adtn – Already Reported on Apr
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It’s a flattish open, but the story of the day is the 15% drop, the crushing of RIMM. I’ve kept us out of RIMM and even had it as a short position in the Revolution Investing model portfolio last year before I started trading again where we rode
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More on the Cloud Revolution that we are investing in from yours truly: I’ve long touted the App Revolution as being the single biggest market in the history of the planet and even published a book called 50 Stocks for the App Revolution. In the four months since I
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Did I mention earnings season? Did I mention I thought individual earnings reports would be the next catalyst for our stocks? Here are some earnings updates from our stocks from the last 16 hours: 1. Apple – blowout, huge, amazing quarter with typical Apple-esque conservative guidance. Earnings nearly doubled…and we
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It’s a flattish open as we remain catalyst-less until we fully enter earnings season in the next couple weeks. Here’s a list of my longs and shorts so far: Longs- 1. Apple 2. Ciena 3. Celestica 4. Cisco 5. Cypress 6. DBA 7. Corning 8. Google 9. Microsoft
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So far today, I have bought more Nuance, Cisco and Corning calls. These positions are getting closer, at least half as large as what I’d consider a full position for my personal account. In other words, if I were expecting to expose say, $100,000 total, to Cisco, I
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I’ve bought a big chunk of Nuance so far and I don’t know whether I want it to start rallying just yet…I want to buy some more before it runs, if it runs. Here’s why Nuance is up 7% today: March 30, 2011 7:20 AM
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I bought some Nuance and that’s about it into the close. Is the week already over?! It’s important for investors and traders to acknowledge the broader macro-economic cycle and how it can affect your portfolio. And more to the point, with government helping fund most of the biggest
