Latest positions and some trout to catch…
The markets have reversed their selloff and are trading up nicely for the day. Here are my positions heading into the weekend, as I hit the road to go flyfishing with my father once again:
Longs –
- Sandisk
- Apple
- Riverbed
- Cisco
- Marvell
- Nuance
- Microsoft
- Cypress
- Autodesk
- DBA
- Ciena
- Corning
- Visteon
- Adtran
Shorts –
- LPS
- Wells Fargo
- Cablevision
- Live Nation
- SLV
Thanks for subscribing and for reading and I’ll see you back here Monday ready to rock n roll again.
