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Portfolio Update - Sold MSFT and AAPL

28 April 2008
Author: Harvey Posted under Investing, Stock Picks

I have sold MSFT and AAPL. I’m thinking I should maybe have kept AAPL but I wish I had sold MSFT sooner. Wasting too much time with it and after the weak earnings announcement…well it had to go. This doesn’t mean I won’t return to either of these soon though.

Meanwhile I have bought MRK at $39.74 and FSLR today at $284.67. I’m also looking at BA, PCP and CMI. MRK has already reported earnings and FSLR will report Wednesday before the market open.


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