So just a brief update.
AAPL just had their Greatest Of All Time (GOAT) quarterly earnings report. This earnings call put Apple 4th out of the top 10 best quarterly earnings of a companies of all time... most of the top 10 are Oil and Gas companies. As expected, this boosted the stock up to $493.17 today. Just 7 points shy of Jim Cramer's $500 price mark. In as much as I want to get more Apple stock, I want to do more research whether or not the stock still has room to run. Pending any new product launch in the next 2-3 months, I think I'll wait for a pull back before getting more AAPL.
My LULU position also did well since my last post. Being up 27% makes me consider to take some profits. If only I had more than 7 shares of LULU. After fees and taxes, my profits would be under $20. So I think, I'll let it ride a bit more or get some more shares. My thesis is still solid. I still see a lot of Lululemon customers in the gym and even the new active wear line from the GAP (GPS) only solidifies my theses: The Healthy Mind and Body movement has some wings besides, bikini season is just 3 months away. It also helps that the unusually warm winter helped more people work out more.
Finally, XLNX might be giving me a well deserved profit. Finally give me a 0.43% appreciation. Of course I can't sell it at that price... fees and taxes. Plus, it's new hardware season. I bet XLNX would be part of it.
All in all, my portfolio is up 16.43% ($397.46). Mainly due to Apple, LULU and GLD.
some might even say we're in a Bull Market. I think now is the time for some cautious investing optimism.
Upcoming Dividend pay outs:
XLNX - EX-Dividend date Feb 6, 2012. Dividend date: Feb 28.
ETP - EX-Dividend date Feb 3, 2012 Dividend date: Feb 13.
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