Portfolio Update #2

Long term (investments):
1) Google/GOOG - sui generis or ne plus ultra.

Intermediate Term (speculations):
2) Cheescake Factory/CAKE
3) Corning/GLW
4) Johnson & Johnson/JNJ - obviously beginning to trend (and break) down; this moment is a good time to ask oneself, "What are my reasons for owning this stock?" Mine are long term investment, so petty stock oscillations matter little.
5) Radiation Therapy/RTSX (see Excelsior! post below)
6) Starbucks/SBUX
7) Urban Outfitters/URBN (See earlier post, this page, and archives)
8) Whole Foods/WFMI

Short Term (trades):
9) Dominos Pizza/DPZ - purchased Tuesday, 10 May @ $19.25

Sold:
American Healthways/AMHC - sold at $38.62 on 9 May (It should have gone higher, definitely should not have gone so low)
Immucor/BLUD - sold at ~$31 on 11 May (Odd price action)
Men's Wearhouse/MW - sold at $43 (might breach 50 day sma)
Telewest/TLWT - sold at $20 (possibly building small area pattern)

Monitor:
American Healthways/AMHC (held where it must, but now builds a short term pattern of lower highs and lower lows)
Apple Computer/AAPL
Autodesk/ADSK
Caremark Rx/CMX
Telewest/TLWT

Many items in this update require more analysis; that analysis, however, is beyond the purpose of this update.