Mike Tyson Punch-Out (or, My latest positions)

Good morning and welcome back to the body shop, where you can fix up the scratches and dings, but you can’t build a car from scratch for a profit.

We’re now 100 points from the recent highs in the Nasdaq and the markets are starting to look like Glass Joe getting wobbly and having a hard time staying up in front of Iron Mike Tyson. In the video game:

Anyway, here’s a rundown of my latest positions, not including my old Nintendo game system, which I still have and pull out and play every few year years. Still riding a 167 undefeated game streak in Super Tecmo Bowl, if you’ve got the guts to challenge me:

Longs –

• Sandisk
• Cisco
• Nuance
• Google
• Corning
• Riverbed
• Cypress
• Marvell
• Fio
• Akamai
• Apple
• Autodesk
• Microsoft
• Bank of America
• Goldman Sachs
• Visteon
• DBA

Shorts –

• LPS
• Bank of New York
• Wells Fargo
• Live Nation
• SLV