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Lee Eugene Munson's  Instablog

Lee Eugene Munson is the founder and chief investment officer of Portfolio, LLC (http://www.portfoliollc.com/). He is a regular commentator on CNBC and writes a daily trading blog on Seeking Alpha. Mr. Munson has a significant and salient background in the financial services industry. Early in... More
My business:
Portfolio Asset Management
My blog:
LEEMUNSON.NET
  • CNBC - Checking Market's Pulse

    Assessing the market action, with Lee Eugene Munson, Portfolio Asset Management; Rick Bensignor, Execution LLC; and CNBC's Scott Wapner.

    More »
    Tags: Portfolio Asset Management, Lee Munson, CNBC
    Oct 28 04:38 pm | Link | Comment!
  • CNBC Closing Bell – Checking Market Close
    Spooked by Goldman Sachs’ numbers. We’re watching option expiration on a pile of cash and huge positions in defense names.

    Check the tape here
    Tags: CNBC, Lee Munson, Portfolio Asset Management
    Oct 15 10:11 pm | Link | Comment!
  • CME - Looking to sell the rip
    The market started off with a dip and turned into a rip.  Purchased CME around 290, looking for a rip, and my target is near 300.
    Tags: CME
    Oct 09 01:21 pm | Link | Comment!
  • PEP - seems to be a problem
    Took some money of the table last week.  Earnings came out and there is a problem, sold everything today need to wait and digest.
    Tags: PEP
    Oct 08 10:06 am | Link | Comment!
  • Update: Still holding WMT, T, PEP, PM
    Still holding WMT, T, PEP, PM and want the defensive group to stick around. Perhaps even buy some more if they sell off . . .
    Tags: WMT, T, PEP, PM
    Oct 06 02:43 pm | Link | Comment!
  • WOW - I don't feel so bad at all . . .
    Trading F, AUY, AMAT, CHK, BTU, SONC, BAC and felt dumb sellin this moring. Now, this reversal confirms the numbers and tape: the market needs to rest. We are heading into earnings season tomorrow . . .

    The bottom line: take profits when you have them. Most of the names above I would buy back . . . cheaper.
    Tags: F, AUY, AMAT, CHK, BTU, SONC, BAC
    Oct 06 02:21 pm | Link | Comment!
Full index of posts »
Latest Followers

StockTalks

  • AMAT - still like the chart and I'm back in on the dip.
    Oct 15, 2009
  • DRYS - down today, scaling back in
    Oct 15, 2009
  • SPY - looking for 1100
    Oct 15, 2009
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  1. BAC - adding to position (3 Comments)
  2. MON - down the tubes (3 Comments)
  3. Return to actual knowledge and skill for managers and analysts (3 Comments)
  4. BAC - I know, I can't be cured (2 Comments)
  5. What I am looking to add this week . . . (2 Comments)
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