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portefeuille (99.66)

NetApp

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August 19, 2010 – Comments (4)

I don't have too much to write about NTAP (I almost never have too much to write about any stock). I just wanted to break the chain of gold nonsense blog posts ...

NTAP is among my favourite tech stocks and the company is doing great. Maybe someone should buy it ...

4 Comments – Post Your Own

#1) On August 19, 2010 at 2:04 PM, BSCWatchlist (< 20) wrote:

Hmm nice little gain on a down market.

You seem very bullish on IT and data storage in general, and with the selling of puts via your 'fund,' do you see the market turning around soon?

Or does macro not matter, and you're just valuing hunting? 

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#2) On August 19, 2010 at 2:06 PM, portefeuille (99.66) wrote:

I have reduced my EMC position in the last few weeks by the way. EMC shares are now a 3% position in my portfolio, as are EMC call options (see comment #87 here).

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#3) On August 19, 2010 at 2:19 PM, portefeuille (99.66) wrote:

#1 Yes, I think IT and biopharma are the best sectors currently. I will sell some positions in the next few days and will not need as much "downside protection".

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#4) On August 24, 2010 at 1:46 AM, portefeuille (99.66) wrote:

#2 I added quite a few EMC call options (see comment #105 here).

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