Friday Updates Perhaps

I'm going to try and write one really good story on Friday that sums up my investments over the course of the last week. Over the course of the week I'll try smaller updates as to mini-trades and why I did them. So I'll start out with a list of holdings, number of shares, average price paid and a brief blurb:

AAPL : 200 : $90.1050 - Now that the speculative money has gotten in and out, the outlook of the stock is much better. iPhones, increased sales, music-a-plenty. Apple is still as cool as ever and has a lot of great products in the pipeline that will increase sales.

ADBE : 500 : $38.3020 - The stock has recently hit some lower resistance and is building up in lieu of the next version of Creative Studio's release. I see this stock as MS was towards the middle-end of last year.

AMGN : 200 : $66.5600 - They have been beat up over some drugs being taken of FDA treatment lists and Medicare reimbursement lists, but the drugs are still out there being used. They have an "award winning" drug pipeline. They are the class leader in drug development (Read: Best of Breed). It's a longer term hold, but a solid one.

DELL : 500 : $23.8520 - With Michael Dell's return I think we have some news to edge the stock higher in the weeks and months to come. Vista means some people will have yet another reason to buy more hardware. This stock is a trade though.

FXY : 150 : $83.1300 - The Yen has hit a resistance point recently. The Bank of Japan has finally increased rates (though I'm sure it'll take a while for them to do it again). I believe this will contribute to a stronger Yen. This is another trade.

HAL : 100 : $30.9700 - It's super cheap. They are making loads of cash. Oil is going to be harder to drill for and find. I've laid out a dozen reasons for this position in earlier posts.

HOG : 100 : $69.6200 - Technically, the stock has hit a support point. Untechnically, Americans (and Europeans) love Harleys. This is my choice for a consumer cyclical stock.

HPQ : 300 : $41.4300 - Another Vista play. DELL and HPQ should play well off each other too.

MSFT : 300 : $29.3500 - After the initial stock plunge in recent weeks, I believe the stock is going to slowly trend upwards as Vista numbers come in. I hate Windows (for technical reasons) I hate the company (for their lack of vision). I believe Steve Balmer and Bill Gates are idiots (for their lack of vision and utter failure at trying to be cool and appeal to young Americans), but they are idiots with a lot of money. Never underestimate people with a lot of money and those who follow them.

NFLX : 400 : $23.3700 - People love to rent movies. They love the convenience of this. Blockbuster lets you return the movies to the store, but that's the point of NTFX, you are too lazy to do that. The mailbox works well for you. The stock has hit a support point recently too.

NYX : 100 : $93.8000 - More people are trading than ever. NYX is best of breed. Euronext is going to make them spectacular. Recent technical weakness.

SBUX : 400 : $32.8175 - For the next 20-30 years all the kids who are buying coffee from them are going to be adults buying coffee from them. Also, people complain about cigarette addiction, but have they seen the fanaticism of the Starbuck's caffeine crowd? They are only going to get bigger (China, India, Europe). Recent technial support point. Though, this stock could be held for "a long time" and I'm sure the returns will be spectacular. Compare with MCD and extrapolate.

Next week I'll do short updates with trades and reasoning. I'm also staring a below $10 trading portfolio. I may update on that some time in the future. Have a great weekend!