I don't want to sell any Apple, and my Google position is quite small as it is (around 0.6% of fund), so I am going to clear out the last of my Garmin (GRMN) - this is the one I have the least amount of long term conviction with, although I do like it for a "Christmas gadget" trade. However, it has not rallied with the rest of the group in a very "tech" happy day; and I have some nice gains on this stock I'd like to lock in; while raising cash. Since its a small position I will close out the remaining 50 shares, raising $5900.
I bought Garmin off the Navteq (NVT) - Nokia (NOK) panic, when it sold off 20% immediately - and the stock has done very well for me since; I took it up to nearly 3% of the portfolio on the panic selling and am going to bid goodbye for now. Certainly the stock can continue upward, I am just going to focus in other areas, unless Garmin pulls back about 10% to lower mid $100s. Out in $117s.
Long Apple, Google in fund; no personal positions
