SOLD 1/2 JASO $4.80

Stocks continued their march higher today as TSX up 110 pts while the US markets remained relatively flat. I had some big moves today in a few of my stocks which helped my portfolio finish off the month of July. ARM was up 29% and AFFX had quite a nice move as well.

I sold 1/2 my position in JASO to lighten up on the solar space as I have a good position in LDK already.

Here is a glimpse of how some of my recommendations have been performing:

AFFX (+36%)
ARM (+38%)
BZ (+10%)
CPSL (+10%)
CWTR (+4.5%)
GRMN (+5%)
INTC (-2%)
JASO (-5%)
LDK (-6%)
MVIS (+2%)
RAD (-5%)
SONC (+3%)
WRES (-2%)