Yes I am off margin, but barely, and I have been adding back the last two weeks with buys in Yahoo and WEBX.
If you don’t own WEBX, take a look. If it clears 50 see ya to the upside. I was scared out but reentered back at $42 and change.
Yahoo has spun me around but I changed my tune at the beginning of the year and am long and have been rewarded. I think it ticked $30 beans today.
Here are some other longs that I have talked about frequently, own and have been on fire. I still own them:
Apple – did sell a little yesterday but you will have to pry the rest from me.
Rentrak – RENT.
NavTeq – NVT – my favorite GPS play. I also own Garmin.
Nuance – NUAN. It has almost doubled from my orifginal purpose and I still can’t find somebody who believes. Yet, more and more I hear their services when I call companies.
Akamai – AKAM. Been selling on the way up but original buy in the teens noted on this blog.
BAIDU – BIDU. No one Chineses stock is better suited to rise if their market rises and still rise in a market decline.
SIGM. Actually a component play so I have been selling since the mid 20’s and own a fraction of what I started with.
PHO – Water. I may be adding to my position soon.
Smith and Wesson – SWHC – this stock has been good to me for sure. It is my second go around.
Here is a new one I have been buying – SPIL – Silicon Precision.
This has been a real bull market and nobody owns stocks. Nobody. I do hear from bears every day though.
Disclosure – Long everything in this post.