I guess it’s time to take some profits my friends. Cash = 25%. Portfolio as of 08/03/2012
I still see opportunities such as LNKD@$102, MELI @$84, TDC@75.1, ROST@65, DKS@50.5, HIBB@63 and UTHR@52.1. But I would suggest that purchases of ROST, DKS and HIBB should be avoided till the earnings are out.
Earning’s gain. See CRUS below.
If you can take a hit please feel free to buy 50% position in ROST and DKS.
JPM=3% (Entered at $33.9)
DG = 5% (Enetered at $51)
TFM=5% (Entered at $59.5)
WWWW=3% (Entered at $17.5 AND Will add more after $20)
STX = 1% (Sold some at $33.1). Why Did I buy?
EMC = 4% (Expect it to reach $29.5) . Reasons of purchase.
AAPL = 4% (Set more buy @ $569)
WDC = 6% (Expect it to reach $49.5) Why Did I buy?
QCOM=5% (Expect it to reach $69, if it stays over $59 for few more days) Why Did I buy?
APA=3% (Sold some at $88) Reasons
HAL =5% (Expect it to reach $40) Reasons
UA=3% (Set additional buys @ $54.9) Reasons of purchase.
SCSS=2% (Set additional buys at $25.9) Reasons of purchase.
SWKS=4% (Will add more at $25.9) Reasons of purchase.
EQIX=5% Reasons of purchase.
ALLT=4% – Will it miss next quarter’s earnings?
FFIV =3% (In Red) Reasons
F=5% (In Red) – Worst Mistake Ever
TLT=2% (Sold most TLT last week)
Lastly, I got this in the email today morning –