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For the first post of 2013, I thought it might be a good to review all the picks from the last 3 months to see how I fared.
General Motors (GM general Motors is one of Greenlights top holdings.
The biggest contributor to income, the iPhone, is still the best smartphone in the market.
Dean Foods (DF) I sold Dean at a little bit of a loss.Having said that I dont think there is a huge downside to the stock.To batter cater to players needs, 7 Sultans Casino is also available on mobile.Here are the details of the Liberty Media (lmca) spinoff of Starz: The spinoff is actually all of Libertys assets except Starz.Additionally, 7 Sultans Online Casino are part of the Fortune Lounge Group of casinos and have been around more than 10 years which means that they are established, have built good track record and a good reputation.Obviously, a lot of Pandoras profitability depends on the outcome of the Internet slot machine toy il mago Radio Fairness Act.Pandora (P) I have a small short position in Pandora.You can claim the whole amount at once or in portions.I believe that Western Unions biggest competitor Moneygram will have a tough 2013 due to Western Unions price cuts.The government completely sold AIG shares at the end of 2012.Even at 450, I would continue to be cautious and stay on the sideline.Disclosure: I am long.I have a small position and will keep that position.I continue to believe that this company will not exist in the future.With the stock to almost 30, I might cut my position in half and book some profit.
Both of these plays are a bit risky, since they are cheap on a revenue multiple basis.




Lets first look at the bullish arguments and then the bearish argument.It is hard to grow a company earning 40-50 billion a year much less maintain.As I mentioned in my previous articles, I am convinced Orchard will go under.I have a hard time seeing how Apple can move much higher unless: They maintain their margins and gain market share in the smartphone market.If the economy improves in US and Europe and vehicle sales return to a normalized state, earnings could easily be over 5 over the coming years.They are all powered by Microgaming, the industry leader and provider of quality casino games software.I still believe in the bearish case.


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