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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
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So the markets look as though they are going to try and stabilize here around the DJIA 12,000 level. I think we’re going to need some sort of a catalyst, perhaps some good news out of the middle east and a subsequent drop in the price of oil.
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These markets and the willingness for traders to risk paying up for higher prices in the near-term is likely to be driven by the newsflow out of Japan. Regardless of the near-term multiple/risk appetite of the market, let’s remember the lessons we discussed about why we should pretty
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A flattish open! Stop the presses, it’s been a long, long time since we last had a flattish open. Well, it’s been a few days at least. At any rate, it feels a bit slippery out there to this trader and I expect the path of least resistance
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Bought some Apple common and some more Riverbed. Markets are freaking out over the reality that Japan’s nuclear problems are indeed worse than the Japanese government had been letting on. I’ll look to buy more every 100 points lower for now and I’ll be more aggressive each tranche in.
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Just bought about 10% of what I’d consider a full position in Riverbed. The stock’s triple from where it was when I first put it into the Revolution Investing portfolio, but I think it will be headed higher in coming years, so I pay up for it today.
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In a general sense, my mission is always to find the best companies in the fastest growing sectors and invest in their stocks when they are cheap and to find the worst companies in declining sectors and short them when they are way overvalued. More specifically for the last year,
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I expect to get up to about 15-20 total positions in this portfolio with about 2/3 of the picks longs and 1/3 shorts by the time I’m done building in this set up. That 2/3 longs vs 1/3 short set up is in large part
