Showing posts with label VZ. Show all posts
Showing posts with label VZ. Show all posts
January 5, 2012
Verizon
Added to VZ long this morning after a few down days. The purchase now makes it my largest position ahead of AAPL.
What I'm Holding
These are my current longs, in order of largest to smallest size (based on Tuesday close):
AAPL, VZ, COP, MCHP, DD, ESV, IAU, DE, WY, BGS, SLB, MWE, CLX, HAL
That's more positions than I'd like to have. Most likely candidates to get out of are DE into continued strength, and CLX and HAL as both are January options close to expiration. I'm also likely to trim some WY and AAPL exposure as both have had a nice run recently.
AAPL, VZ, COP, MCHP, DD, ESV, IAU, DE, WY, BGS, SLB, MWE, CLX, HAL
That's more positions than I'd like to have. Most likely candidates to get out of are DE into continued strength, and CLX and HAL as both are January options close to expiration. I'm also likely to trim some WY and AAPL exposure as both have had a nice run recently.
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