Thursday, October 05, 2006

nice moves in Starbucks and Marvell

Two nice moves today. First, Starbucks reported better same-store sales than were expected. I think this stock has lots of room on the upside as people start to recognize the compelling Starbucks growth story. The vision is there but we're still nowhere near saturation.

Secondly, a strong day for Marvell on a mostly down session gives me an opportunity to sell into strength and reduce my position. I think Marvell was a bad trade to start and as such, I am going to be eliminating it.

Here's my portfolio these days. Google calls are looking nice here!

AAPL Apple Computer, Inc. 74.96 -0.42 (-0.56%)
AIG American International Group, Inc. 67.32 +0.17 (0.25%)
F Ford Motor Company 8.34 -0.22 (-2.57%)
GOOG Google Inc. 414.15 -1.55 (-0.37%)
KMB Kimberly-Clark Corporation 66.25 +0.04 (0.06%)
SBUX Starbucks Corporation 38.51 +2.55 (7.09%)
TOL Toll Brothers, Inc. 28.66 -0.11 (-0.38%)
WFC Wells Fargo & Company 36.53 -0.10 (-0.27%)

1 comment:

city said...

thanks for share......