update on some of the stocks I keep mentioning.
It might be a good idea to "keep selling FACT as it keeps rising". This advice is directed towards those that bought FACT shares before 09/04/09. I do not recommend selling short FACT. If you don't have FACT shares it might be "too late" to buy. I still "like" FACT, I just like the shares less as it keeps rising on "no news".
I still think it is a good idea to have some VMW shares. But unless you are a hardcore VMW fan I would suggest buying EMC as the "cheap way" to get some VMW exposure. If you have VMW shares and are not a hardcore VMW fan you might consider switching to EMC unless tax issues make this move "unreasonable".
Still probably my favourite stock. Somewhat boring, but I like it enough to feel comfortable with EMC calls being my by far largest position and EMC shares being my second largest position.
Porsche (preferred shares (PAH3.DE)).
Compared to the good old days Porsche has become somewhat boring, hehe ... I don't really follow the story that much nowadays and so refrain from making any suggestions. I still have some calls on Porsche preferred shares.
VW (and VW preferred (VOW3.DE)).
I still don't like VW common shares and still like VOW preferred shares. I still have some calls on VW preferred shares.
I still like them and the only reasonable way to "play it" is probably to buy a few shares and forget about them. Hopefully a "pleasant surprise" will follow someday ...