That’s a strategy!
Moved some positions around this past week. Here is my current line-up. 20 is about the max I can tolerate and (pretend to) stay on top of things. That leaves me 1 slot if I get an itch.
AAPL: Its never going to stop.
AEP: 5.2% dividend. Kids. College. My Dad used it on me. Repeating.
AMZN: Selling more eBooks than real books now. Make over in play.
BRK-B: Why not? Core.
CHK: NatGas is still not taking off. Nice recent jump on some land deals here in Colorado.
CROX: Turnaround complete? Managing inventory better? Still holding a bit but its all profit.
CSCO: The “bestest” stock ever. Duh! Wondering if IPv4 to IPv6 will create a Y2K-ish panic that sends the price up?
F: American motors are all making moves again after bailouts. Must profit from government intervention.
GLW: Gorilla Glass? Use it everywhere.
GS: Owners of the free market. Or world.
HAL: BP? Everybody forgot about that. Almost back to all time high!
LUV: Every seat is always full on every flight. Still not charging for bags.
NFLX: Redefining your entertainment delivery. Again. “Remember when they used to send DVDs in the mail?”
NUE: Long time position. Getting beat overseas. Tiring.
NYX: Loved by all. Price doesn’t reflect it. Next to go?
PNRA: That was a nice double bounce! Until quick casual hits other states, I need a play.
SBUX: My wife alone could keep them in business. Not to mention all the other addicts.
SIRI: Still underwater but its coming back. Sentimental recovery at play for me. Bad decision but I am riding it. Still a justifiable play for me. 20+ million subscribers and growing.
SSD: Recovery. Investment. Build.
Still beating the market? Check.