Timid & Tempted

This morning’s decline had me a little timid with my positions. [[UA]] was up a quick buck, so i decided to take it off the table (missed the next 2 bucks). [[HES]] was out of control, took that one off too soon, see twitter widget. I almost sold [[NVDA]], but decided to wait a little longer.

I’m tempted to hold [[AMZN]] into earnings, any thoughts?

All in all, it was a good day, with profits filling the portfolio. Enjoy this week, because next week will be brutal!

Note: [[NFLX]] tankage after-hours.

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…to be a bull.

Sell in May, go away. Why should it be different this time?

However, I believe we see the market higher this week, and I plan to milk it for for all it’s worth. I believe we will see good earnings from [[AAPL]], [[VMW]], [[AMZN]], [[POT]] & [[MSFT]].

In my opinion, today’s dip must be bought to take advantage of this weeks rally, but don’t overstay your welcome.

Note: Top pick [[GU]]

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[[UA]]

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[[STP]] Bought @ 47.48

[[MSFT]] @ 30.15

[[HES]] @ 107

[[RIMM]] @ 123.50

[[AMZN]] @ 80.50

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Monday:

• ARCH COAL ACI
• Bank of America BAC
• Boston Scientific BSX
• Eli LillyLLY
• Fording Canadian Coal FDG
• Halliburton HAL
• Merck MRK
• Nabors Industries NBR
• Netflix NFLX
• Texas Instruments TXN
• Weatherford WFT

Tuesday:

• AK Steel AKS
• AT&T T
• Baker Hughes BHI
• BJ SVCS BJS
• Chicago Mercantile Exchange CME
• Coach COH
• Cree CREE
• Lockheed Martin LMT
• McDonald’s MCD
• Norfolk Southern NSC
• Phoenix Technologies PTEC
• Smith International SII
• VF Corporation VFC
• VMware VMW
• Yahoo YHOO
• Yum! Brands YUM

Wednesday:

• Allegheny Technologies ATI
• Amazon.com AMZN
• Ambac Financial ABK
• Anheuser-Busch Companies BUD
• Apple AAPL
• Biogen Idec BIIB
• CHIPOTLE MEXICAN GRILL CMG
• Citrix Systems CTXS
• Equinix EQIX
• F5 Networks FFIV
• Freeport-McMoRan Copper & Gold FCX
• General Dynamics GD
• Genzyme Corporation GENZ
• Kirby KEX
• NutriSystem NTRI
• Praxair PX
• QUALCOMM QCOM
• Schering-Plough SGP
• Terex Corporation TEX
• The Allstate CorporationALL
• The Boeing CompanyBA
• XTO Energy Inc.XTO

Thursday:

• 3M Company MMM
• Amgen AMGN
• Baidu BIDU
• BUNGE LIMITED BG
• Century Aluminum CENX
• CF Industries CF
• ConocoPhillips COP
• Deckers Outdoor DECK
• Diamond Offshore Drilling DO
• Interactive Brokers Group IBKR
• MEMC Electronic Materials WFR
• Microsoft MSFT
• Microvision MVIS
• Motorola MOT
• Occidental Petroleum OXY
• Potash Corporation of Saskatchewan POT
• Rackable Systems RACK
• Southwestern Energy SWN

Friday:

• Companhia Vale do Rio Doce (CVRD) RIO

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Took some profits in [[AAPL]] @ 162.00

Also took profits in [[RIG]] @ 159.67

& [[MELI]] @ 52.70

Enough is enough, see you guys this weekend.

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