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I made three trades today:
- I sold 1/2 of $ROVI, due to its inability to hold any sustained strength.
- I bought a 1/2 starter in $CREE, see my earlier post.
- I bought a 1/2 starter in $VMW, based on the chart below.
All trades are timestamped in The PPT.
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TOTAL PORTFOLIO:
EQUITIES: 34%
- LONG: 34% ($CREE $VMW$ROVI $TQNT $CTXS $CMG)
CASH: 66%
vmw, likey
tibx, likey
fire, likey
qsft , likey
You been riding TIBX for a while now. Great stock. i missed it so far.
tempted to hit up vmw with you here; looking for a dip.
feels like a $100 roll.
of course fly’s “tomorrow’s lunch” comment about the space rings in my ears.
in security, FTNT piques interest as well.
FTNT is beast. FIRE also looks enticing.