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No. of Recommendations: 6

Best long's: Apple, BRX, SBUX, CTT, WY, SaaS names (AYX,APPN,ADBE,MSFT,) (all are 50%+) returns

Almost all my longs worked, except FDX. Timely additions to JPM, WFC, HD all performed very well.

Best sale: Closing BRK and buying JPM, Closing WFC-L (preferred) and buying WFC

Best Option trade: Long APPL $150 at the beginning of the year, sold prematurely around $180, then shorted $200 Put

Carrying close to 20% cash hurt pretty bad.

One of those years, that makes you think you are genius, then I talk to my wife and son to get back to reality.
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