..sticking with Apple is always a good idea.. $AAPL: from $329.57 on Jan 3 to $341.64 (+$12.07 +3.7%)... today Verizon announced it will now carry the iPhone on its CDMA network; which means Apple can potentially double its revenue stream for iPhones... Android phones will still be a factor in 2011 but with Verizon aboard, nobody is going to walk into a Verizon store to play with an iPhone then walk out with an Android... add a CDMA iPad or iPad2 in the mix...
$RIMM still watching this one... waiting to get in at a lower price point. Low $50's would be dandy...
AGs will be the story for 2011... $POT jumped $9.49 since Jan 3 (+6.1%); on a little pullback currently and a great time to open a half position around $163.00 or lower. $AGU and $MOS are unchanged from Jan 3 because of the recent pullback but both have seen its 52 week high hit in the last few days...
$CCJ ($CCO) , $DNN ($DML) watching... uranium fundamentals look great with oil nearing $100 per BBL.
$CMI marginally down since Jan 3 but crossed over the $112 ceiling on numerous occasions in the last few days... get in around $109.
$LULU ($LLL) was currently on a slight pullback but have raised their outlook after hours today and is up over $5 after hours.... never doubt women who want clothes to make their butts look good... its small float will continue to drive its price up for 2011. Get in under $68 if you still can.
$ZAGG has been on a tear as of late... going from $7.91 on Jan 3 to $9.74 (+$1.83; +23.1%)... more iPhones on the Verizon network means more protectors needed...
$MELI up +$4.09; + 5.8%
$MCP down -$4.26; −7.4% expected a pullback in this sector...
Not bad for 7 days.... 2011 is looking good so far... still weary of an early overall market correction...
Disclosure: Long $AAPL (core holding); long $POT, $AGU, $MOS, $LULU, $ZAGG; no positions in $MELI, $MCP, $RIMM; out $CMI for slight profits...
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