Today Knology was the last of the stocks in my portfolio to report earnings.  Here is my quarterly stock update.  It’s a good one.

AAPL.  Blew right through the $160 target that I set in August and now sitting over $180.  50% appreciation in the past three months.  Given the weight in my portfolio, this explosion continues to drive overall portfolio performance growth.  Apple’s CPU traction remains strong.  With Leopard, the new iPods and recently announced MacBook updates I expect a very strong finish to the calendar year.  My advice is to buy on any weakness.

ELNK.  Rolla Huff did a fine job of cutting costs and got a good pop out of the stock.  I have yet to see any potential growth strategy.  I heard the word CLEC a lot on the earnings call.  CLECs are boring.  Most likely will sell off if it pops a little more but right now it is looking pretty flat.

JOE. Joe
continues fall from $41 to $32.  They swung from earnings of $6 million last year to a loss of $6.8 million this year.  Home sales are down a whopping 46%.  Gonna take the tax loss on this one.  Purchased some VMWare (VMW) based on the recent weakness due to misplaced concerns with Dell’s purchase of EqualLogic.

KNOL.  Knology
is up from $14 to $16 in the past three months.
They just announced a solid quarter from a revenue growth perspective and entered into an agreement to buy Graceba which will fuel future growth.  Holding.

NFLX.   Blockbuster pulling back on marketing and Movie Gallery filing chapter 11 results in strong subscriber growth at NetFlix.  So much for those competitive pressures that were dampening performance.  What looked like a mistake in Q2 is a winner in Q3.   Up 24% since May purchase.

SCUR. Secure Computing has been on a nice steady upward march.  Until the earnings call.  Management gave some misguided guidance.  Regardless, the stock has returned to the $10 level it was at before the big CipherTrust sell off.  I may regret this, but I intend to sell off my stake to make my first angel investment, a bit of an energy play.

Its been a great three months with the portfolio up 13.5%.  And while there are some unique events driving the number, Quicken claims my 12 month return is sitting at 347%.  And no, I did not miss a period in there.