Date updated:01-16-2007
Positions that I've recently held, but have liquidated.

-
AAPL
Apple Inc. - $194.34
- +0.16%
- $193.00
I captured much of the 2006 rally, then the post-options scandal bounce, then the iPhone jump. I'm intrigued in starting a position right before earnings because it feels like Apple will report well. The iTunes numbers will likely refute the speculation that Apple was losing their hold in that market. I may take one more stab at Apple this week. Regardless, after that I'll probably wait until I get a clearer picture of the iPhone release. The Apple TV release doesn't hold too much interest to me. The iPhone will undoubtedly be a cool device, but it remains to be seen how well it'll actually take (yes, such things were said about the iPod also). This is a great, innovative company, but I feel that after earnings they'll trade sideway for a bit.

-
BAC
Bk Of America Cp - $15.05
- -0.53%
- $14.94
I held it some time ago, and left a bit on the table. No question this is a solid holding, with a great yield, but I'm skittish about lots of factors: the economy, loan defaults (mortgages), and the like. The charts share my confusion, with no real commitment either way, and I think the economy needs to be a bit clearer before I can get back in to this.

-
HMC
Honda Motor Co Ad - $31.16
- -0.51%
- $30.92
I, regrettably, missed the huge run-up, but I got some solid returns on this one. A solid company and a great way to profit rising oil as hybrids gain more ground. It feels like there's some profit-taking at the moment, as well as some investors waiting out the oil drop.

-
LUFK
Lufkin Industries - $58.82
- +0.24%
- $58.89
A very cheap stock with some powerful growth, but aggravating because of its light volume and its leverage to oil. Seems to bounce strictly in the $54-$58 range and never strike its true value. I couldn't handle the sine wave trading so liquidated my position.

-
MSFT
Microsoft Corpora - $28.52
- +0.18%
- $28.32
It was a pretty boring stock, and it was a company that couldn't find growth sectors so I held off. It's just now gaining ground as technology starts surging and their "mandatory" OS upgrade cycle comes around (I don't think Vista will be so earth-shattering, but it will sell). I'd like to see some sustained interest before I jump in.

-
PG
Procter Gamble - $61.04
- +0.94%
- $60.17
I held this briefly as the doom and gloom stories of 2007 were surfacing. I do think 2007 will be a weak year, economically, and I think PG has some good resistance domestically and opportunities internationally, but if the market's not excited about PG, it doesn't matter how excited I am about it, making this a yawner.

-
XOM
Exxon Mobil Cp - $72.58
- +0.11%
- $71.82
Held very briefly until the AAPL opportunity led me to clear some positions, so I missed the precipitous slide. I think oil has some opportunity and I don't think it will stay this low (but those predictions of $80 and even $100 a barrel are looking radical) and XOM will have some upside, but the chart's gotten suddenly ugly and it looks like the bulls might have a little bit more steam left in them.

-
XPRT
Lecg Corporation - $3.51
- +1.74%
- $3.41
Because it's so lightly traded and in a somewhat cryptic business, it was really hard to hold this one. Technically, however, it was gold, with strong growth and a very affordable P/E. Investor interest has substantially dropped in XPRT and so has mine. I still have this pegged for a breakout when XPRT can finally get some publicity.
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A. West Coast...Not that late
G'nite
A. The only one I own : SLX,
too hard pick a winner out all of them
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