Bookkeeping: Adding back some Baidu.com (BIDU) and Apple (AAPL)

I have to say I am mighty impressed by Apple (AAPL) and Baidu.com (BIDU). I cut these names Monday [Cutting the Strongest Tech] anticipating a tech stock breakdown. Many tech stocks have broken down - but these two have been really holding up. I don't want to really be "out" of them; I was just hoping for a pocket of serious weakness to add at far lower prices - that has not happened. So I am going to reverse part of my sales here and get some back - I still think there is more upside in other beaten down names but you have to respect such strength in a shoddy market. I had cut these to the bone (0.1% of portfolio)

Baidu.com (BIDU) I am adding back at $310s (sold earlier this week in mid $320s) - this is just below the 200 day moving average - back to 0.7% stake (chart below does not show the 200 day in the correct place)

Apple (AAPL) I am adding back in the $17...