Apple Inc (AAPL)

[roni]

I am, as of Friday, back down to core AAPL position. Maybe I'm trying to be too cute by half with it in terms of timing. My take on it is that the second half of the year has the potential to be stellar for AAPL.

Wonder how Apple's investment arm is doing?

Added PEIX on the private placement drop, and MA last week. Other than that staying with a high level of cash and waiting.