A few comments came in over the weekend asking for my take about when to sell a stock. This is a multi dimensional topic with a lot of variables for each dimension but I will try to cover a lot of ground. Keep in mind this is what we do for client accounts, you may want to do things very differently. I can't say what is right for you, only what we believe is best for our clients. Most of these will be examples of trades we've done and why.

- Nokia down: -8% in Europe after Texas Instrument disappointing slightly in their particular sub-sector (this concerns however their older models, not the latest windows phones).
- Rimm down -5% after yesterday -8% drop. 
(RIMM new CEO in CNBC was very disappointment as he didn´t provide any kind of strategy change)
Question: Who will benefit from this situation if any ?
Apple.
Overall, not core changes for my portofolio during this week but I changed my speculative Greece long for Italy "IndexBasket" 

Research In Motion Limited (RIMM) ; Another very bearish move for RIMM (see all older posts)Always pay attention to those GVN conditions (Gap, Volume, News)Last gap had a huge volume action ..... often sends a clear message, GET OUT !RIMM is now facing its last key support level before a drop to probably $10

Quote of the day

Nathan Myhrvold, “Risks with heavy consequences must be taken seriously even if the probability of their happening tomorrow is low.”  (Bloomberg)

Chart of the day

Before discussing this new trade, I’d like to congratulate all those who have been short Research in Motion (RIMM) in the past few months but even more in the last few days.