Latest positions

Here’s a list of my latest positions in approximate order from largest to smallest. 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). Anyway, here’s the list:

Longs –

• Apple (9)
• Facebook (9)
• Google (8)
• Fusion-IO (9)
• Sandisk (8)
• Lindsay (8)
• F5 (8)
• Baidu
• Amazon
• Level 3 (8)
• Broadcom (8)
• Juniper(8)
• Autodesk (7)
• Nuance (7)
• Cisco (6)

Shorts –

• Apollo (7)
• Dollar General
• Dollar Tree
• PSO
• GLD (7)
• LPS (8)
• MBI (7)
• WDC (5)
• PNC (7)