Nothing to help you but your hands and your own head: My latest positions

“I also know how important it is in life not necessarily to be strong, but to feel strong. To measure yourself at least once. To find yourself at least once in the most ancient of human conditions. Facing the blind death storm alone, with nothing to help you but your hands and your own head.”  – Chris McCandless

Here are my positions as we head into the weekend. See you in Phoenix next week, but you can expect a regular or almost-regular schedule of posts.

Longs –

  • Apple
  • Cisco
  • Fusion-IO
  • Nuance
  • Sandisk
  • Google
  • Riverbed
  • Cypress
  • Akamai
  • Autodesk
  • Microsoft
  • Visteon
  • DBA

Shorts –

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

Have a great weekend and don’t forget what’s really important. And on that note, I’m heading outside to play in the snow fall that’s just about to hit here.