$BBY $AIG $AAPL $Y $DEXO $SPMD $HTCH $NFLX $CYBX

BBY - Best Buy is still pretty cheap, but not as cheap as it was... if you own it, I'd continue to hold and look to sell around $20.

AIG - worth $50+. I like the warrants. the guy who runs FAIRX has a very simple and blunt perspective that i agree with.

AAPL - margin compression is the theme... has been for perhaps a year now.

Y - Worth $30+

DEXO/SPMD - this is going to be a long road... paved with what appears to be 100% annualized gains across the next 4 years or so.

HTCH - worth $10 I figure. There's a guy in laporte indiana that i'm sure is having a blast making millions off of this company. you know who you are! good work.

NFLX - i figured that it was too cheap at $100. I'd be liquidating at these higher prices.

CYBX - it went from too expensive to too expensive. steer clear

as always, the theme is 100:1... embrace the concept that you can make 100x your money... and that you should not confuse activity with achievement