DUDE....Stocks are on Fire...Part DEUX

I forgot to mention a few of my fave longs that I own and have been following here…

Chipotles – CMG – Don’t know how I could leave out my fave company/restaurant/stock after Apple and RIMM (Sold RIMM). Can’t see ever selling these shares. Have traded a few shares though around the position. Great Wallstrip show on how they do what they do :) .

I have written about and loved this stock to death since it’s IPO.

ADOBE – ADBE – Love Flash, love Wallstrip’s Flash, but have one finger on the sell button. Constant red alert here.

Wipro – WIT – Own the stock, we did a funny Wallstrip on it and a great play on software, and India.

ValueClick – VCLK – seems unloved and god knows if I can explain what they really do. Trust me though, they are good at it and can’t believe a bid has not surfaced for them. Stock has been a screamer since I bought it.

I still own a bunch of Gold and Silver stocks – probably 10 percent of the stocks I own and have had them for a few years and been trading a little around the position if you follow the blog. I am pretty bullish on the metals these days but am not writing about it.They just feel right for some reason. I own AAUK, MDG, IVN, GOLD, PAAS, SLW.

My biggest regret so far is my sale of CROX 10 points ago. They won’t miss for 2-3 quarters and I should have kept a few shares.

Second is RIMM and I may be buying that back higher.

My best long term position that turned into a short term trade (sold it at $32) is MFW which still screams higher ($37).

That’s pretty much my long stock portfolio save all my private investments and Real Estate Loans.