1 89 Call it Bing or Live, I think $MSFT is chasing history instead of inventing for the future. Tue May 26 02:42:35 +0000 2009 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 1919329635 14114312 &lt;a href=&quot;http://www.tweetdeck.com/&quot;&gt;TweetDeck&lt;/a&gt; MSFT $FITB shedding is finally its processing unit as I expected. Definitely an injection of cash, but its loosing part of its foundation. Mon Mar 30 14:47:00 +0000 2009 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 1418089267 14114312 &lt;a href="http://www.tweetdeck.com/"&gt;TweetDeck&lt;/a&gt; FITB I love what VMWare is doing in the data center market. Great products that generally provide reduced expenses. Will be checking out $VMW. Sun Feb 08 03:49:28 +0000 2009 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 1188037848 14114312 web VMW Started the day off awesome with $SBUX comping my coffee. Followed shortly thereafter by chasing my tail. Thu Jan 22 16:18:30 +0000 2009 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 1139422026 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> SBUX A $99 iPhone doesn't make it any easier to type, but that doesn't matter to most phone users out there. Interesting play from $AAPL. Thu Dec 11 02:43:20 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 1050489102 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> AAPL Obama pushing massive infrastructure plan can do nothing but aid my $TEX position. One of the few left in my man-folio. Wed Dec 10 04:21:59 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 1048541219 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> TEX Holy crap $SIRI is at .16 cents a share with a market cap of around 570 million. Wasn't Stern's deal worth $500 mil? Stupid. Tue Dec 09 15:22:00 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 1047194260 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> SIRI Never seen $sbux so crowded. Fri Dec 05 14:10:15 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 1040171741 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> SBUX $AAPL earnings after close. Bullish, with a nice hint of modesty. Will be watching for an event play here with caution. Tue Oct 21 12:51:11 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 968861753 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> AAPL Enjoying $BUD's new beer American Ale, watching sports and writing code. Sun Oct 19 00:25:35 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 965694927 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> BUD Trimming up my recession beard after $GOOG posts good earnings. Notice, I'm not shaving yet. Thu Oct 16 23:17:27 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 963066617 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> GOOG I think I've logically convinced myself to start building an oil position in my portfolio. I'll be dabbling in $DBO options for sure. Thu Oct 16 15:34:18 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 962475917 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> DBO Taking a look at $EPM. I usually don't dabble in penny's like this, but got some decent info about the company. MIGHT take a spec position. Wed Oct 15 01:45:24 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 959968051 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> EPM In awe of $AAPL and $GOOG price levels. I'm going to have a hard time not getting in. Im a sucker for great brands sitting on piles of cash. Fri Oct 10 19:05:35 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 954587956 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> AAPL GOOG Just sitting down at my computer, logging into my brokerage, and analyzing the MASS carnage. Total nightmare. Need to unwind $TEX somehow. Fri Oct 10 00:01:52 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 953477832 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> TEX $HEK actually up today in a market that got rolled. One of my very few positions that I'm holding plain vanilla. Proceeding with caution. Wed Oct 08 01:22:37 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 950503346 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> HEK Market starting to catch my attention again. I should have played $GE and still might for value. Great options ideas coming from @cfv. Wed Oct 01 19:49:12 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 942345495 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> GE @jmclarty Final thoughts on $HEK? I dabbled and have held as its been waffling. Thinking of paring down my small position. Wed Oct 01 02:54:08 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 941409556 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> HEK Market's a total bear fest and super dangerous, but some buying opps will be there for longer term, non-trend plays.$GOOG, $GE, $AMZN, $MCD Tue Sep 30 13:08:35 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 940512348 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> AMZN GE GOOG MCD @the_crooked_toe Yeah, its good to see people having fun in light of tough times at $LEH Tue Sep 16 13:19:20 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 923309193 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> LEH Just glad that $TEX is getting kicked in the balls today. I love loosing 20% in a matter of minutes. Thu Sep 04 15:16:26 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 909504708 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> TEX My condors in the Q's and $SPY have done awesome in September. Adding October positions to roll this morning. Bias is eh. Wed Sep 03 15:14:15 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 908176175 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> SPY Its nerdy, but my interest is piqued by Google's Chrome. Strategy-wise, I can only see this as a complete slam dunk. Long $GOOG. Tue Sep 02 03:05:01 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 906386096 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> GOOG I think I am early, BUT I love my investment in $HEK. Easy growth once momentum is under their belt. @jmclarty good find. Mon Aug 25 15:41:40 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 898312014 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> HEK Man-folio update. Long $TEX, $HEK, $RIMM, small position in $BUD, and worthless paper in $SIRI.Am light in the market but selling insurance. Thu Aug 21 02:37:41 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 893958452 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> BUD HEK RIMM SIRI TEX Ended up filling a position yesterday in $FED. Sold a SEP 10/7.5 call spread in a speculation play. Wanted 12.5/7.5 but it didn't fill. Thu Aug 14 14:03:25 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 887401421 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> FED Not a chance in heck of my $SPY spread filling right now. Waiting game. Tue Aug 12 15:27:52 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 885302081 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> SPY Adding a position to my $SPY condor by selling the 136/138 spread on the high side. Will probably leg in the other end depending on market. Tue Aug 12 13:15:26 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 885173596 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> SPY OK, I'll say it. Who the f@$# is buying the $AMZN kindle? They've shipped 240K of them, and I have yet to see 1. Guess I am out of the loop. Tue Aug 12 03:51:33 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 884849247 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> AMZN Holding position in $SIRI just so I can have worthless stock certificates for the time capsule I'm burying in my back yard. Stupid trade. Mon Aug 11 14:12:16 +0000 2008 kevinfrey http://a1.twimg.com/profile_images/668693622/me_sf_small_normal.jpg 884154015 14114312 <a href='http://www.stocktwits.com/'>StockTwits</a> SIRI