(Untitled)
Okay, into the close we go and it’s gotten uglier, softer, fadier…but it’s not really a full-blown meltdown. I did step up just now and buy some Adtran near $40 a share. That’s it for the day and for the week though. I’m gonna go get my chainsaw and clear my mind while clearing some woodland as I work to build my new Silver Fox Ranch.
Until Monday, then, here are my current positions, from largest notional to smallest:
Longs –
- Cypress
- Corning
- Microsoft
- Riverbed
- Nuance
- Cisco
- Celestica
- Ciena
- Apple
- Visteon
- Adtran
- DBA
Shorts –
- Lender Processing Services
- SLV
- GLD
- Cablevision
- XLF
- Live Nation
Thanks for reading, thanks for subscribing and I’ll see you next week.
