I forgot to mention a few of my fave longs that I own and have been following here…
Chipotles – CMG – Don’t know how I could leave out my fave company/restaurant/stock after Apple and RIMM (Sold RIMM). Can’t see ever selling these shares. Have traded a few shares though around the position. Great Wallstrip show on how they do what they do :) .
I have written about and loved this stock to death since it’s IPO.
ADOBE – ADBE – Love Flash, love Wallstrip’s Flash, but have one finger on the sell button. Constant red alert here.
Wipro – WIT – Own the stock, we did a funny Wallstrip on it and a great play on software, and India.
ValueClick – VCLK – seems unloved and god knows if I can explain what they really do. Trust me though, they are good at it and can’t believe a bid has not surfaced for them. Stock has been a screamer since I bought it.
I still own a bunch of Gold and Silver stocks – probably 10 percent of the stocks I own and have had them for a few years and been trading a little around the position if you follow the blog. I am pretty bullish on the metals these days but am not writing about it.
They just feel right for some reason. I own AAUK, MDG, IVN, GOLD, PAAS, SLW.
My biggest regret so far is my sale of CROX 10 points ago. They won’t miss for 2-3 quarters and I should have kept a few shares.
Second is RIMM and I may be buying that back higher.
My best long term position that turned into a short term trade (sold it at $32) is MFW which still screams higher ($37).
That’s pretty much my long stock portfolio save all my private investments and Real Estate Loans.
No consumer staples or discretionary?
Growth stocks look poised for an explosive move higher based on my sentiment work. I like NVDA, RIMM, NYX, GOOG, and AAPL here.
rollin’ wit u on SLW.
I hear Howard is a big penny stock fan :)
That is penny porn fan
Valueclick places ads on thousands of websites for hundreds of clients. I use them on our site and their interface allows us to control that quality of ads that appear on our site. They pay publishers on a CPM or CPC basis. Easy money.
SLW making the new all time high today. buy or too hot?