Here’s a list of my positions, in order from biggest to smallest…
Here’s a list of my positions, in order from biggest to smallest, after all the selling I did last week and the moves I made yesterday too:
Longs –
- Sandisk
- Cisco
- Marvell
- Microsoft
- Cypress
- Nuance
- Apple
- Corning
- Riverbed
- Visteon
- DBA
- Ciena
- Adtran
Shorts –
- Lender Processing Services
- Wells Fargo
- SLV
- GLD
- Cablevision
- Live Nation
As for trading today, I find I am still trying to get back in the groove with the markets and haven’t pulled any triggers yet. I have a few longs I’d like to build up further for a trade next, but I am not going to rush them. Sometimes the hardest trade to make is no trade at all.
