Latest positions and a trim…

Here’s a list of my positions, both longs and shorts in approximate size from biggest to smallest:

Longs –

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

Shorts –

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

As for the markets, well, so much for the morning’s rally. The markets are now at the low’s of the day, though it’s not really panicky, just sloppy.   I sold most of my remaining September-expiry Marvell calls, as they expire on Friday.  I’d had a limit order to sell some of these higher, but some of it never got filled so I’m now just punting them for less than I’d hoped.  It happens.   That’s all the trading thus far for me today though my buying trigger finger’s getting itchy as we go lower again today.