Positions

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Here’s a list of my positions in order of size from largest to smallest…

Here’s a list of my positions in order of size from largest to smallest notional positions (which means that you give some weighting to options that gets bigger if the options get further in the money and that gets smaller ifthe options get further away from being in the

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I’ll leave you with my positions from biggest to smallest to close out the week…

It’s been a great week for the markets and the portfolio (knocking on wood) and I’ve worked my butt off this week and am exhausted.  I’m not going to leave for lunch but will finish out the day in front of the computer doing some more homework,

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Here’s a list of my positions, both longs and shorts…

Here’s a list of my positions, both longs and shorts in approximate size from biggest to smallest: 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 reading.  And if you

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Latest positions and some trout to catch…

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

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Here’s a list of my positions, both long and short…

Here’s a list of my positions, both long and short, in approximate order from largest notional position to smallest: Longs – Cisco Marvell Google Sandisk Nuance Apple Microsoft Cypress Riverbed DBA Ciena Corning Visteon Adtran Shorts – LPS Wells Fargo Cablevision Live Nation SLV

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Here’s a list of my positions in order from largest to smallest…

It has been one heckuva run.  The portfolio is up more than 50% since the June lows and, put simply, I’m going to back off the gas pedal a little bit.  I did sell down the Sandisk and the Google a bit more today.  But they are still both

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Here’s how my portfolio stands with both longs and shorts in order of size at this moment…

Here’s how my portfolio stands with both longs and shorts in order of size at this moment.   I’d mistakenly not had listed Sandisk on Friday’s portfolio rundown.  It’s in there at the right spot now: Longs – * Google * Riverbed * Microsoft * Cypress * Cisco * Sandisk * Nuance * Marvell * Corning * Apple

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And to close out the week, here’s a list of my longs and shorts…

And to close out the week, here’s a list of my longs and shorts, in order of approximate size: Longs – * Riverbed * Google * Cisco * Microsoft * Cypress * Nuance * Marvell * Corning * Apple * Visteon * DBA * Ciena * Adtran * Celestica Shorts – * Lender Processing Services * SLV * GLD * Cablevision * XLF * Live Nation Thanks for reading and thanks

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Here’s a list of my positions, including our latest purchase from this week…

Here’s a list of my positions, from largest notional to smallest: Longs – Riverbed Cisco Microsoft Google Cypress Nuance Marvell Corning Apple Visteon DBA Ciena Celestica Adtran Shorts – Lender Processing Services SLV GLD Cablevision XLF Live Nation Thanks for reading and thanks for subscribing, eve

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Here’s a list of my positions, from largest notional to smallest…

Here’s a list of my positions, from largest notional to smallest: Longs – Riverbed Cisco Microsoft Cypress Google Nuance Corning Apple Visteon DBA Ciena Celestica Adtran Shorts – Lender Processing Services SLV GLD Cablevision XLF Live Nation

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Here’s a list of my positions, from largest notional to smallest…

Here’s a list of my positions, from largest notional to smallest: Longs – Riverbed Cisco Cypress Google Microsoft Nuance Corning Apple Visteon Celestica Adtran DBA Ciena Shorts – Lender Processing Services SLV GLD Cablevision XLF Live Nation  Thanks for reading and thanks for subscribing and I’ll se

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Here are my current positions, from largest notional to smallest…

Until Monday, then, here are my current positions, from largest notional to smallest: Longs – Google Cypress Microsoft Cisco Corning Riverbed Nuance Celestica Ciena Apple Adtran Visteon DBA Shorts – Lender Processing Services SLV GLD Cablevision XLF Live Nation Thanks for reading, thanks for subscri