I’ll leave you with my positions from biggest to smallest to close out the week…

It’s been a great week for the markets and the portfolio (knocking on wood) and I’ve worked my butt off this week and am exhausted.  I’m not going to leave for lunch but will finish out the day in front of the computer doing some more homework, reading, analyzing and what not.  Unless something dramatic happens between now and the close, I’ll leave you with my positions from biggest to smallest to close out the week.

Longs –

• Sandisk
• Apple
• Google
• Riverbed
• Cisco
• Nuance
• Cypress
• Marvell
• Microsoft
• Autodesk
• Ciena
• DBA
• Corning
• Visteon
• Adtran

Shorts –

• LPS
• Wells Fargo
• Cablevision
• Live Nation
• SLV

Thanks for subscribing and see you Monday.