I can’t really keep track of all the stocks I am long on this blog. If you read it, you know I have been extremely bullish since starting almost two years ago.

On huge up days like today (even Sirius was up a penny :) ), I like to look through all my stocks and just see if something needs to be sold.

I would not sell anything today. The only thing I am nervous about…is that I am not nervous.

I am absolutely most bullish about the price action in Cisco. When they bought Webex, which I was long, I swapped some of my profits into the old warhouse . Yowza.

Take a look at the five year chart. The rally may just be getting started in the Nasdaq. Unbelievable stuff.