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

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Here’s some more feedback I got from some of you subscribers just today:

Cody you are the MAN when it comes to making great earnings calls!  Nailed CIENA this week thanks to your insights. Your earnings calls alone are worth many times the subscription price of your great service!  — Ron
Great calls and thanks for Ciena, Cody.  You made me some money on that trade this week!  — Bill

Rock on indeed.