Apple Inc (AAPL)

[Jim is Jim]

roni:


Putting me in touch w/ isopatch was worth way more than any meandering thoughts I had on ADBE... thx again.

FWIW, ADBE closed yesterday's gap... nice consolidation considering a weird trading week, but I wouldn't even begin to try to make trend estimates based on this week's action.

I, too, took some profits off the table and am holding the rest (house money, so to speak)... ditto AAPL...

However, AAPL and ADBE still make up 10% of combined PFs.

Current energy longs by size: DPTR, ECA, RIG, CHK, SRE, VLO, XTO

PMs by size: FRG, SLW, ATUSF, GRS, AUY

Rest (30-35%) in cash because I don't trust this rally.

Even so, above mix has produced many personal PF ATHs the past couple of weeks w/ 6 of the above stocks (including AAPL and ADBE) closing at new ATHs at some point in the past 10 sessions.

Good luck to all.

And happy Thanksgiving... going to try to sneak out early today, grab a couple secret ingredients and start cooking.

Jim