Stone Fox Capital

Galleon Group's 50 Largest Holdings

the list would be better if it was based on the % of ownership. Apple is clearly not a short based on this. Also, not so sure you can't count on a massive wind down as a large % of the money is Raj's and i don't see him being forced to cash out much.

Tiger Global: Still Short REITs and Financials

Doesn't look very promising for them in Q2. Regional banks and REITs appear to be better off then most thought. Heck, most of the REITs have done equity offerings that greatly reduce the implosion risk that they once had.

Barron's Big Money Poll: Bullish, But with Little Conviction

Its funny how money managers say one thing and do another. Considering 58% expect the markets to hit new lows I'd say that this rally has legs b/c the big money managers are not invested in this rally yet. The train has left the station and most people haven't joined.

Apple: Estimates Raised, iPhone Sales Not So Bad

Gotta love the Munster checks. Cramer talks about doing this, but I can't see how it's that accurate. What you see at a store in NY might not be reflective of TX. The concept of walking around a mall to see what stores are hot seems beneficial, but trying to compare Q to Q is odd. Wouldn't the time be better spent by trying to get inside info like hacking their sales reports or tapping the phone of a VP? :-)

Time to Sell Apple

Apples balance sheet and cash flow are the reasons you hold. Stocks just don't get much cheaper. The Mac still has a long way to go in gaining market share along with the Iphone. Jobs being gone will take away some future premium, but AAPL is still worth double or more.

Now isn't the time to sell any stocks.

Cash Position Best for Apple Investor

thought this article was about the cash position of Apple. lol.... Apple now trades at 10x EV/cash flow. Thats absurdly low. They got 20B reasons to own the stock in this environment. Cash is king and Apple is king right now.