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
- Corning
- Riverbed
- Cypress
- Apple
- Akamai
- Fio
- Autodesk
- Microsoft
- Visteon
- DBA
Shorts –
- LPS
- Bank of New York
- Wells Fargo
- Live Nation
- SLV
