Portfolio as of 08/03/2012

With almost nothing on the side, we move into a new week. Cash = 15%. Portfolio as of 7/28/2012

I still see opportunities such as LNKD@$102, MELI @$81, TDC@75.1, ROST@65, DKS@52, HIBB@63  and UTHR@52.1.

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 = 3% (Might add more depending on OCZ acquisition and today’s results). 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=6% (Expect it to reach $119) Reasons – VERY DISAPPOINTED WITH THE EARNINGS, THINKING OF CUTTING BACK 50%.

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?

ALXN=6% Reasons

FFIV =3% (In Red) Reasons

F=5% (In Red) — Worst Mistake Ever

TLT=2% (Sold most TLT last week)

Advertisements

One comment on “Portfolio as of 08/03/2012

  1. […] I guess it’s time to take some profits my friends. Cash = 25%. Portfolio as of 08/03/2012 […]

Comments are closed.