Thursday, December 28, 2006

 

Fly Sell: AKAM

I sold 3,000 AKAM @ $53.75.

Comments:
Man the dippers are strong in AAPL and many other stocks today.
 
did someone come out bullish on biotechs or something? DNA and AMGN (which have been disgusting dogs for me lately) have both turned up pretty well today.

my other healthcare thought today was: how about swithing out of BKD into SRZ? SRZ has been mired in irrelevant controversy, it's underperformed nicely, but (I think)it makes better money - if you can figure out how to measure it - and is done being beaten down...
 
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