Portfolio Update
Tech:
Google Inc. (GOOG: 567.12 +0.28%) king of the internets
Level 3 Communications, Inc. (LVLT: 1.73 +2.98%) play on bandwidth
Sigma Designs, Inc. (SIGM: 12.15 +1.08%) Play on Blu-ray & other cool devices
(CNXT: 3.8675 +1.24%) will be in it as long as the charts holds up.
Financials:
Huntington Bancshares Incorporated (HBAN: 5.61 -2.60%)
Fifth Third Bancorp (FITB: 13.57 -0.95%)
Both are swing trades and I don’t anticipate being in them more than a few weeks
(FAZ: 13.81 +0.73%) tipple inverse short the financials
Energy:
(DXO: 4.35 0.00%) Double Long Crude
W&T Offshore, Inc. W&T Offshore, Inc. (WTI: 9.005 -1.69%) A local company that I love
Stone Energy Corporation (SGY: 18.03 -1.85%) Deepwater Pyreneer Prospect, huge potential.
Solar:
JA Solar Holdings Co., Ltd. (ADR) (JASO: 4.72 -0.21%)
(SPWRA: 21.91 +0.05%)
Consumer/Spec:
(IBGH: 0.00 N/A) Drank Energy
Biotech:
(CTIC: 1.00 -2.91%) I’m constantly in & out of this name. I currently hold shares.
Looks good RC, nice work. I sold out of most of my positions today because i’m heading to Mexico for the long weekend. Swine Flu, bring it on. Still hold SGY long term and have stops in place on ACAS.
Good to see you around Gunners. Have fun in Mexico!
wow ..nice Portfolio …..
thanks for the shout out RC! Today’s selloff was a good thing (from a trading perspective) to shake things up a bit. Things were getting very “snoozy” up until this morning!
happy 4th bro.