I sold First Solar, Inc. [[FSLR]] @ 139.50. (3 buys in the past few days: 140, 120, 97; cost basis was around $119) I’m declaring victory here.
I sold Google Inc. [[GOOG]] @ 363. (Recent buys were under $350)
I feel like Fly here, I want to get small ahead of next week. I’ve had a tremendous week and was rewarded handsomely for buying cheap assets. I’m not giving back my hard fought gains.
Currently, I’m sitting on a massive pile of cash waiting for my next strike.
Position Update:
- W&T Offshore, Inc. [[WTI]]
- National-Oilwell Varco, Inc. [[NOV]]
- Apple Inc. [[AAPL]]
- Freeport-McMoRan Copper & Gold Inc. [[FCX]]
As you can see, I reduced my holdings significantly from last week.
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