Seeking Alpha
  • Chines33
    Into today mostly hedged....Long IBM EMC T UN SLB DD JNPR ESRX PEP SDS...on down action I'd like to add a new position QCOM BRCM or INTC
    9/21/11
    Reply (7)
    • Chines33: Also consider shorting industrials on up moves
      9/21/11
    • jason2713: I love EMC and VMW (both related). MSFT upped their divi, may try them. I'm all cash and have been that way for days.
      9/21/11
    • Chines33: Ya EMC is by far my favorite vs price at the moment...it owns a majority stake in VMW..EMC has big growth ahead too...I will add to it.
      9/21/11
    • Bio Insights: I like PEP and IBM a lot, good choices
      9/21/11
    • jason2713: PEP can't gain traction, ive been watching it.
      9/21/11
    • Chines33: My PEP position is very small at the moment...I'd like to add at 58
      9/21/11
    • Bio Insights: Oh, I wasn't implying that it was a strong bet in the short term. It's more of a retirement holding type of thing (my opinion)
      9/21/11