My latest positions

It looks like the markets are granting traders a bit of reprieve to end this week and head into Thanksgiving week.  Flattish trading today, after the 5% or so sell off from where we were to close out last week.

Most of our positions are flattish today too and after the selling/trimming I’ve been doing of late, I’m not rushing back in at all, as you guys know.  Here’s a list of my latest postions, in order from largest to smallest notionally:

Longs –

  • Sandisk
  • Cisco
  • Nuance
  • Google
  • Corning
  • Riverbed
  • Cypress
  • Apple
  • Akamai
  • Fio
  • Autodesk
  • Microsoft
  • Visteon
  • DBA

Shorts –

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