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First, focus your imagination: Latest Positions

Cody Willard

Cody Willard

— 1 min read

You can’t depend on your eyes when your imagination is out of focus. – Mark Twain, 11/30/1835 – 04/21/1910

Here’s a list of my latest positions in approximate order from largest to smallest. You know the dealio — I give each stock a current rating from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell the farm, I’ve found a perfect investment” (there will never be a 10 rating, because there is no such thing as a perfect investment, of course). You’ll notice that I’ve lowered the ratings on several of our longs, which is a reflection of how far these stocks have rallied in the last few months and last few weeks. I’m leery about chasing longs up here for the short-term. Anyway, here’s the list:

Longs –

  • Sandisk (8)
  • Apple (7)
  • Google (6)
  • Amazon (5)
  • Cisco (6)
  • Fusion-IO (7)
  • Seagate (7)
  • F5 (6)
  • Level 3 (7)
  • Microsoft (5)
  • Cypress (5)
  • Autodesk (6)
  • Nuance (5)
  • Riverbed (6)
  • DBA (6)

Shorts –

  • Apollo (8)
  • GLD (6)
  • LPS (6)
  • MBI (7)
  • WDC (6)
  • PNC (5)
  • Live Nation (5)
  • SLV (6)

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