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Tag Archives: Applied Materials
Reduced Applied Materials
I keep on fine tuning my portfolio, concentrating on my riskiest positions and cash management. I just sold 3 strike 10 Jan 2014 calls. I had bought them in mid May at 1.92 when the stock was slightly under 11 … Continue reading
Posted in General
Tagged AMAT, Applied Materials, Austrian economic school, Dell, Intel, Philip Carret, United States Gypsum, USG, WDC, Western Digital
2 Comments
What Have I Done This Year ?
This post is to have an overview of my latest actions year to date. Sometimes I am under the impression that I do little, which actually is a very nice feeling. I prefer inaction and to just do things after … Continue reading
Posted in General
Tagged AMAT, Applied Materials, Banco Santander, Cisco, Dell, intc, Intel, SAN, Tesco, WDC, Western Digital
8 Comments
Thoughts on Apple and Latest Porfolio Actions
Up until recently I have been adding Dell, Intel and Western Digital. I added more Intel specifically yesterday and if I have the opportunity the position will probably grow. Now that markets are becoming more focused on the US fiscal … Continue reading
Posted in General
Tagged AAPL, AMAT, android, apple, Applied Materials, Dell, GOOG, intc, Intel, Microsoft, WDC, Western Digital
14 Comments
What Mobility Gadgets Will Be The Winners ?
Who will be the winner in the mobility race: Android, Apple, Microsoft ? I really don’t know and I hardly care. I do like to use their toys, keep a bit up to date about what is coming and enjoy … Continue reading
Technology bundle: Applied Materials, Dell & Western Digital
Here is a small account of what I have been doing recently on the investing front: During the last weeks I have been buying on several occasions Applied Materials (AMAT). I am very surprised with the quality of its management … Continue reading
Posted in General
Tagged AMAT, Applied Materials, Dell, Robert Rodriguez, WDC, Western Digital
2 Comments
