Indices are near best level of the day. Fed minute cited Jobs & Global weakness as the reason for QE3.
S&P 500 @ 1459.85
Internals are positive
Oil UP $3.10
Gold UP $15.80
Canadian $ UP 67 tick @ 101.95
VIX Down 2.14% @ 15.10
In my portfolio :
Sold YHOO
Portfolio is BIDU,DNKN,LVS,
Exposure 45%
Most stocks are UP
@ 2.23 following are Down :
LVS,LEN,APKT,JCP,YUM,CMG,AAPL,
LNKD,PANW,MA,GMCR,FB,JDSU,
CIEN,FNSR,SBUX,SINA,BJRI,WYNN...
BLOG does NOT give buy or sell.
Saleem
4 comments:
Saleem
Booking profit is GOOD!
Sprint is OK today
What you buying??
C
Hi C,
I bought back RIMM & YHOO....in my mind less risky bet than high beta.
Saleem
Hey Saleem,
Just read some highly interesting material concerning a lot of the tablet ecosystem plays:
http://blogs.barrons.com/techtraderdaily/2012/10/04/aapl-onslaught-of-tabs-threatens-ipad-helps-brcm-nvda-says-avian/?mod=yahoobarrons
Stocktrader
Hi Stocktrader,
Thanks for this link....looks like NVDA should benefit....from Tablet galore.
Saleem
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